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 | $351,884 | $214,378+64.1% | $200,582+75.4% | $142,382+147.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.86% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,047 | $6,841+3.0% | $6,419+9.8% | $4,299+63.9% |
| Participant deferral / active EE | $12,239 | $9,865+24.1% | $9,331+31.2% | $6,507+88.1% |
| Admin fee / account holder | $699 | $17,692-96.0% | $16,305-95.7% | $12,624-94.5% |