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 | $263,175 | $159,602+64.9% | $150,045+75.4% | $142,382+84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $17,272 | $4,961+248.2% | $4,693+268.0% | $4,299+301.8% |
| Participant deferral / active EE | $20,049 | $8,310+141.3% | $7,997+150.7% | $6,507+208.1% |
| Admin fee / account holder | $591,297 | $14,846+3882.8% | $13,435+4301.2% | $12,624+4584.0% |