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 | $426,138 | $175,202+143.2% | $149,673+184.7% | $139,434+205.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,813 | $5,474+6.2% | $4,818+20.7% | $4,751+22.4% |
| Participant deferral / active EE | $17,135 | $6,519+162.9% | $5,680+201.7% | $6,710+155.4% |
| Admin fee / account holder | $30,043 | $16,150+86.0% | $13,210+127.4% | $11,403+163.5% |