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 | $323,134 | $179,726+79.8% | $156,263+106.8% | $142,382+126.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.32% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $16,837 | $5,069+232.1% | $4,333+288.6% | $4,299+291.6% |
| Participant deferral / active EE | $10,742 | $6,956+54.4% | $6,158+74.4% | $6,507+65.1% |
| Admin fee / account holder | $21,827 | $17,272+26.4% | $14,255+53.1% | $12,624+72.9% |