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 | $274,183 | $177,572+54.4% | $154,803+77.1% | $142,382+92.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.05% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $9,906 | $4,810+105.9% | $4,305+130.1% | $4,299+130.4% |
| Participant deferral / active EE | $6,055 | $6,272-3.5% | $5,540+9.3% | $6,507-7.0% |
| Admin fee / account holder | $837 | $16,786-95.0% | $14,329-94.2% | $12,624-93.4% |