See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $407,087 | $159,602+155.1% | $150,045+171.3% | $142,382+185.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.28% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,492 | $4,961-9.5% | $4,693-4.3% | $4,299+4.5% |
| Participant deferral / active EE | $8,925 | $8,310+7.4% | $7,997+11.6% | $6,507+37.2% |
| Admin fee / account holder | $302 | $14,846-98.0% | $13,435-97.7% | $12,624-97.6% |