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 | $435,630 | $179,726+142.4% | $156,263+178.8% | $142,382+206.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.05% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $23,255 | $5,069+358.7% | $4,333+436.7% | $4,299+440.9% |
| Participant deferral / active EE | $16,240 | $6,956+133.5% | $6,158+163.7% | $6,507+149.6% |
| Admin fee / account holder | $70,515 | $17,272+308.3% | $14,255+394.7% | $12,624+458.6% |