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 | $533,254 | $217,402+145.3% | $185,823+187.0% | $167,490+218.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.94% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,320 | $5,873-43.5% | $5,167-35.8% | $4,837-31.4% |
| Participant deferral / active EE | $3,633 | $6,356-42.9% | $5,568-34.8% | $6,341-42.7% |
| Admin fee / account holder | $35,203 | $19,811+77.7% | $16,237+116.8% | $12,309+186.0% |