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 | $500,056 | $165,335+202.4% | $149,696+234.0% | $158,922+214.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.81% | 348.15%-329.3pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $4,996 | $5,103-2.1% | $4,644+7.6% | $4,761+4.9% |
| Participant deferral / active EE | $5,485 | $7,181-23.6% | $6,842-19.8% | $5,982-8.3% |
| Admin fee / account holder | $11,133 | $10,807+3.0% | $9,309+19.6% | $11,246-1.0% |