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 9-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 | $455,012 | $214,378+112.2% | $200,582+126.8% | $142,382+219.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.41% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $9,638 | $6,841+40.9% | $6,419+50.1% | $4,299+124.2% |
| Participant deferral / active EE | $23,615 | $9,865+139.4% | $9,331+153.1% | $6,507+262.9% |
| Admin fee / account holder | $1,643 | $17,692-90.7% | $16,305-89.9% | $12,624-87.0% |