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 | $572,368 | $179,726+218.5% | $156,263+266.3% | $142,382+302.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.34% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $14,246 | $5,069+181.0% | $4,333+228.8% | $4,299+231.4% |
| Participant deferral / active EE | $8,400 | $6,956+20.8% | $6,158+36.4% | $6,507+29.1% |
| Admin fee / account holder | $1,953 | $17,272-88.7% | $14,255-86.3% | $12,624-84.5% |