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 7-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 | $399,350 | $177,572+124.9% | $154,803+158.0% | $142,382+180.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 46.61% | 65.07%-18.5pp | 58.88%-12.3pp | 217.08%-170.5pp |
| Employer contribution / active EE | $8,817 | $4,810+83.3% | $4,305+104.8% | $4,299+105.1% |
| Participant deferral / active EE | $12,028 | $6,272+91.8% | $5,540+117.1% | $6,507+84.8% |
| Admin fee / account holder | $1,314 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |