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 | $493,735 | $165,984+197.5% | $164,813+199.6% | $145,922+238.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.18% | 100.03%-83.9pp | 69.93%-53.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $14,967 | $5,273+183.9% | $4,341+244.8% | $4,660+221.2% |
| Participant deferral / active EE | $8,019 | $6,959+15.2% | $6,031+32.9% | $6,688+19.9% |
| Admin fee / account holder | $1,597 | $16,648-90.4% | $12,690-87.4% | $13,397-88.1% |