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 3-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 | $391,759 | $159,602+145.5% | $150,045+161.1% | $142,382+175.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.02% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,575 | $4,961-27.9% | $4,693-23.8% | $4,299-16.8% |
| Participant deferral / active EE | $16,075 | $8,310+93.4% | $7,997+101.0% | $6,507+147.0% |
| Admin fee / account holder | $4,807 | $14,846-67.6% | $13,435-64.2% | $12,624-61.9% |