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 | $651,861 | $177,572+267.1% | $154,803+321.1% | $142,382+357.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $21,914 | $4,810+355.5% | $4,305+409.0% | $4,299+409.7% |
| Participant deferral / active EE | $11,770 | $6,272+87.7% | $5,540+112.4% | $6,507+80.9% |
| Admin fee / account holder | $5,276 | $16,786-68.6% | $14,329-63.2% | $12,624-58.2% |