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 | $317,414 | $90,348+251.3% | $75,972+317.8% | $145,922+117.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.12% | 620.88%-604.8pp | 359.55%-343.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,980 | $3,311+20.2% | $2,685+48.2% | $4,660-14.6% |
| Participant deferral / active EE | $8,662 | $5,162+67.8% | $4,255+103.6% | $6,688+29.5% |
| Admin fee / account holder | $16,284 | $8,467+92.3% | $6,467+151.8% | $13,397+21.5% |