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 | $438,193 | $177,572+146.8% | $154,803+183.1% | $142,382+207.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.79% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $22,188 | $4,810+361.2% | $4,305+415.3% | $4,299+416.1% |
| Participant deferral / active EE | $5,920 | $6,272-5.6% | $5,540+6.9% | $6,507-9.0% |
| Admin fee / account holder | $3,891 | $16,786-76.8% | $14,329-72.8% | $12,624-69.2% |