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 | $332,600 | $179,726+85.1% | $156,263+112.8% | $142,382+133.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.90% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $18,544 | $5,069+265.8% | $4,333+328.0% | $4,299+331.3% |
| Participant deferral / active EE | $19,364 | $6,956+178.4% | $6,158+214.4% | $6,507+197.6% |
| Admin fee / account holder | $26,916 | $17,272+55.8% | $14,255+88.8% | $12,624+113.2% |