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 | $256,537 | $179,726+42.7% | $156,263+64.2% | $142,382+80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.09% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,667 | $5,069+51.2% | $4,333+76.9% | $4,299+78.3% |
| Participant deferral / active EE | $9,973 | $6,956+43.4% | $6,158+61.9% | $6,507+53.3% |
| Admin fee / account holder | $3,104 | $17,272-82.0% | $14,255-78.2% | $12,624-75.4% |