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 | $405,345 | $159,602+154.0% | $150,045+170.1% | $142,382+184.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.31% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,841 | $4,961-42.7% | $4,693-39.5% | $4,299-33.9% |
| Participant deferral / active EE | $11,193 | $8,310+34.7% | $7,997+40.0% | $6,507+72.0% |
| Admin fee / account holder | $1,712 | $14,846-88.5% | $13,435-87.3% | $12,624-86.4% |