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 | $359,530 | $179,726+100.0% | $156,263+130.1% | $142,382+152.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.61% | 77.86%-61.2pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,836 | $5,069+34.9% | $4,333+57.8% | $4,299+59.0% |
| Participant deferral / active EE | $10,602 | $6,956+52.4% | $6,158+72.2% | $6,507+62.9% |
| Admin fee / account holder | $8,635 | $17,272-50.0% | $14,255-39.4% | $12,624-31.6% |