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 | $348,686 | $177,572+96.4% | $154,803+125.2% | $142,382+144.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.07% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,808 | $4,810+41.5% | $4,305+58.1% | $4,299+58.4% |
| Participant deferral / active EE | $2,804 | $6,272-55.3% | $5,540-49.4% | $6,507-56.9% |
| Admin fee / account holder | $28,542 | $16,786+70.0% | $14,329+99.2% | $12,624+126.1% |