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 | $273,552 | $159,602+71.4% | $150,045+82.3% | $142,382+92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.95% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,688 | $4,961+95.3% | $4,693+106.4% | $4,299+125.3% |
| Participant deferral / active EE | $4,908 | $8,310-40.9% | $7,997-38.6% | $6,507-24.6% |
| Admin fee / account holder | $9,714 | $14,846-34.6% | $13,435-27.7% | $12,624-23.1% |