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 | $375,189 | $197,591+89.9% | $177,821+111.0% | $158,922+136.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.64% | 58.76%-16.1pp | 48.32%-5.7pp | 302.83%-260.2pp |
| Employer contribution / active EE | $19,580 | $6,697+192.4% | $5,918+230.8% | $4,761+311.2% |
| Participant deferral / active EE | $14,756 | $8,405+75.6% | $7,714+91.3% | $5,982+146.7% |
| Admin fee / account holder | $566 | $15,399-96.3% | $12,427-95.4% | $11,246-95.0% |