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 | $315,226 | $124,281+153.6% | $109,143+188.8% | $167,490+88.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.31% | 26.04%-5.7pp | 25.75%-5.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $13,018 | $4,207+209.4% | $3,722+249.8% | $4,837+169.1% |
| Participant deferral / active EE | $4,844 | $5,255-7.8% | $4,653+4.1% | $6,341-23.6% |
| Admin fee / account holder | $6,278 | $7,970-21.2% | $6,752-7.0% | $12,309-49.0% |