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 | $524,897 | $197,591+165.6% | $177,821+195.2% | $158,922+230.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.54% | 58.76%-37.2pp | 48.32%-26.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $10,359 | $6,697+54.7% | $5,918+75.0% | $4,761+117.6% |
| Participant deferral / active EE | $12,955 | $8,405+54.1% | $7,714+67.9% | $5,982+116.6% |
| Admin fee / account holder | $7,431 | $15,399-51.7% | $12,427-40.2% | $11,246-33.9% |