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 | $392,197 | $177,572+120.9% | $154,803+153.4% | $142,382+175.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $17,815 | $4,810+270.3% | $4,305+313.8% | $4,299+314.4% |
| Participant deferral / active EE | $19,726 | $6,272+214.5% | $5,540+256.0% | $6,507+203.1% |
| Admin fee / account holder | $6,508 | $16,786-61.2% | $14,329-54.6% | $12,624-48.4% |