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 | $346,220 | $159,602+116.9% | $150,045+130.7% | $142,382+143.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,194 | $4,961+4.7% | $4,693+10.7% | $4,299+20.8% |
| Participant deferral / active EE | $11,931 | $8,310+43.6% | $7,997+49.2% | $6,507+83.3% |
| Admin fee / account holder | $2,829 | $14,846-80.9% | $13,435-78.9% | $12,624-77.6% |