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 | $753,431 | $179,726+319.2% | $156,263+382.2% | $142,382+429.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.73% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $19,186 | $5,069+278.5% | $4,333+342.8% | $4,299+346.3% |
| Participant deferral / active EE | $13,846 | $6,956+99.0% | $6,158+124.8% | $6,507+112.8% |
| Admin fee / account holder | $12,550 | $17,272-27.3% | $14,255-12.0% | $12,624-0.6% |