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 | $286,379 | $159,602+79.4% | $150,045+90.9% | $142,382+101.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.52% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $7,999 | $4,961+61.3% | $4,693+70.4% | $4,299+86.1% |
| Participant deferral / active EE | $6,398 | $8,310-23.0% | $7,997-20.0% | $6,507-1.7% |
| Admin fee / account holder | $447 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |