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 | $482,755 | $214,378+125.2% | $200,582+140.7% | $142,382+239.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.57% | 46.41%-33.8pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,342 | $6,841-7.3% | $6,419-1.2% | $4,299+47.5% |
| Participant deferral / active EE | $9,324 | $9,865-5.5% | $9,331-0.1% | $6,507+43.3% |
| Admin fee / account holder | $14,411 | $17,692-18.5% | $16,305-11.6% | $12,624+14.2% |