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 | $403,657 | $173,345+132.9% | $136,007+196.8% | $145,922+176.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1163.32%-1150.1pp | 579.32%-566.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $8,831 | $5,278+67.3% | $4,217+109.4% | $4,660+89.5% |
| Participant deferral / active EE | $13,668 | $8,699+57.1% | $7,025+94.6% | $6,688+104.4% |
| Admin fee / account holder | $2,442 | $9,954-75.5% | $6,858-64.4% | $13,397-81.8% |