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 5-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 | $459,000 | $177,572+158.5% | $154,803+196.5% | $142,382+222.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.28% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,098 | $4,810+68.3% | $4,305+88.1% | $4,299+88.4% |
| Participant deferral / active EE | $29,125 | $6,272+364.4% | $5,540+425.7% | $6,507+347.6% |
| Admin fee / account holder | $7,982 | $16,786-52.4% | $14,329-44.3% | $12,624-36.8% |