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 | $436,811 | $159,602+173.7% | $150,045+191.1% | $142,382+206.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.68% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,937 | $4,961+19.7% | $4,693+26.5% | $4,299+38.1% |
| Participant deferral / active EE | $6,264 | $8,310-24.6% | $7,997-21.7% | $6,507-3.7% |
| Admin fee / account holder | $1,999 | $14,846-86.5% | $13,435-85.1% | $12,624-84.2% |