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 | $371,943 | $177,572+109.5% | $154,803+140.3% | $142,382+161.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,420 | $4,810-8.1% | $4,305+2.7% | $4,299+2.8% |
| Participant deferral / active EE | $8,705 | $6,272+38.8% | $5,540+57.1% | $6,507+33.8% |
| Admin fee / account holder | $3,797 | $16,786-77.4% | $14,329-73.5% | $12,624-69.9% |