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 | $330,783 | $148,534+122.7% | $135,903+143.4% | $139,434+137.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.03% | 79.19%-54.2pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $8,079 | $5,243+54.1% | $4,856+66.4% | $4,751+70.1% |
| Participant deferral / active EE | $3,990 | $8,100-50.7% | $7,758-48.6% | $6,710-40.5% |
| Admin fee / account holder | $3,160 | $12,400-74.5% | $10,762-70.6% | $11,403-72.3% |