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 | $396,957 | $159,602+148.7% | $150,045+164.6% | $142,382+178.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.20% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $16,872 | $4,961+240.1% | $4,693+259.5% | $4,299+292.4% |
| Participant deferral / active EE | $19,250 | $8,310+131.6% | $7,997+140.7% | $6,507+195.8% |
| Admin fee / account holder | $2,002 | $14,846-86.5% | $13,435-85.1% | $12,624-84.1% |