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 8-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 | $257,077 | $214,378+19.9% | $200,582+28.2% | $142,382+80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.16% | 46.41%-16.2pp | 42.33%-12.2pp | 217.08%-186.9pp |
| Employer contribution / active EE | $5,641 | $6,841-17.6% | $6,419-12.1% | $4,299+31.2% |
| Participant deferral / active EE | $41,901 | $9,865+324.8% | $9,331+349.0% | $6,507+543.9% |
| Admin fee / account holder | $30,935 | $17,692+74.9% | $16,305+89.7% | $12,624+145.1% |