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 | $502,206 | $197,591+154.2% | $177,821+182.4% | $158,922+216.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.49% | 58.76%-43.3pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $5,199 | $6,697-22.4% | $5,918-12.2% | $4,761+9.2% |
| Participant deferral / active EE | $15,138 | $8,405+80.1% | $7,714+96.2% | $5,982+153.1% |
| Admin fee / account holder | $28,596 | $15,399+85.7% | $12,427+130.1% | $11,246+154.3% |