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 | $331,933 | $159,602+108.0% | $150,045+121.2% | $142,382+133.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.41% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,785 | $4,961+77.1% | $4,693+87.2% | $4,299+104.3% |
| Participant deferral / active EE | $14,501 | $8,310+74.5% | $7,997+81.3% | $6,507+122.8% |
| Admin fee / account holder | $2,263 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |