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 | $350,920 | $197,591+77.6% | $177,821+97.3% | $158,922+120.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.95% | 58.76%-47.8pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,807 | $6,697-13.3% | $5,918-1.9% | $4,761+22.0% |
| Participant deferral / active EE | $20,656 | $8,405+145.8% | $7,714+167.8% | $5,982+245.3% |
| Admin fee / account holder | $10,126 | $15,399-34.2% | $12,427-18.5% | $11,246-10.0% |