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 | $414,766 | $159,602+159.9% | $150,045+176.4% | $142,382+191.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.87% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,141 | $4,961+3.6% | $4,693+9.5% | $4,299+19.6% |
| Participant deferral / active EE | $7,365 | $8,310-11.4% | $7,997-7.9% | $6,507+13.2% |
| Admin fee / account holder | $50,550 | $14,846+240.5% | $13,435+276.3% | $12,624+300.4% |