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 | $298,763 | $159,602+87.2% | $150,045+99.1% | $142,382+109.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.88% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $13,163 | $4,961+165.4% | $4,693+180.5% | $4,299+206.2% |
| Participant deferral / active EE | $9,761 | $8,310+17.5% | $7,997+22.1% | $6,507+50.0% |
| Admin fee / account holder | $617 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |