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 | $417,984 | $177,572+135.4% | $154,803+170.0% | $142,382+193.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,342 | $4,810-30.5% | $4,305-22.4% | $4,299-22.3% |
| Participant deferral / active EE | $14,441 | $6,272+130.3% | $5,540+160.6% | $6,507+121.9% |
| Admin fee / account holder | $4,454 | $16,786-73.5% | $14,329-68.9% | $12,624-64.7% |