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 7-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 | $492,484 | $114,381+330.6% | $107,525+358.0% | $142,382+245.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.42% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,376 | $4,015+9.0% | $3,754+16.6% | $4,299+1.8% |
| Participant deferral / active EE | $16,625 | $5,564+198.8% | $5,116+225.0% | $6,507+155.5% |
| Admin fee / account holder | $24,205 | $9,860+145.5% | $8,919+171.4% | $12,624+91.7% |