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 | $320,948 | $214,378+49.7% | $200,582+60.0% | $142,382+125.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.66% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $17,797 | $6,841+160.1% | $6,419+177.3% | $4,299+314.0% |
| Participant deferral / active EE | $10,106 | $9,865+2.4% | $9,331+8.3% | $6,507+55.3% |
| Admin fee / account holder | $28,483 | $17,692+61.0% | $16,305+74.7% | $12,624+125.6% |