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 | $312,907 | $177,572+76.2% | $154,803+102.1% | $142,382+119.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.96% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $9,970 | $4,810+107.3% | $4,305+131.6% | $4,299+131.9% |
| Participant deferral / active EE | $5,221 | $6,272-16.7% | $5,540-5.8% | $6,507-19.8% |
| Admin fee / account holder | $36,040 | $16,786+114.7% | $14,329+151.5% | $12,624+185.5% |