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 | $490,053 | $217,402+125.4% | $185,823+163.7% | $167,490+192.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.78% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $12,300 | $5,873+109.4% | $5,167+138.0% | $4,837+154.3% |
| Participant deferral / active EE | $16,250 | $6,356+155.7% | $5,568+191.9% | $6,341+156.3% |
| Admin fee / account holder | $4,863 | $19,811-75.5% | $16,237-70.0% | $12,309-60.5% |