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 | $475,158 | $114,381+315.4% | $107,525+341.9% | $142,382+233.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.26% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,186 | $4,015+54.1% | $3,754+64.8% | $4,299+43.9% |
| Participant deferral / active EE | $16,088 | $5,564+189.1% | $5,116+214.5% | $6,507+147.2% |
| Admin fee / account holder | $1,942 | $9,860-80.3% | $8,919-78.2% | $12,624-84.6% |