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 | $290,248 | $107,334+170.4% | $92,893+212.5% | $152,861+89.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.25% | 145.58%-127.3pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,238 | $4,221+0.4% | $3,653+16.0% | $4,762-11.0% |
| Participant deferral / active EE | $13,528 | $4,845+179.2% | $4,236+219.3% | $5,850+131.2% |
| Admin fee / account holder | $1,004 | $7,079-85.8% | $5,794-82.7% | $11,596-91.3% |