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 | $521,146 | $197,591+163.8% | $177,821+193.1% | $158,922+227.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.22% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $12,919 | $6,697+92.9% | $5,918+118.3% | $4,761+171.4% |
| Participant deferral / active EE | $16,815 | $8,405+100.1% | $7,714+118.0% | $5,982+181.1% |
| Admin fee / account holder | $6,118 | $15,399-60.3% | $12,427-50.8% | $11,246-45.6% |