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 | $469,802 | $114,381+310.7% | $107,525+336.9% | $142,382+230.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $14,685 | $4,015+265.8% | $3,754+291.2% | $4,299+241.6% |
| Participant deferral / active EE | $13,935 | $5,564+150.4% | $5,116+172.4% | $6,507+114.1% |
| Admin fee / account holder | $6,154 | $9,860-37.6% | $8,919-31.0% | $12,624-51.3% |