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 | $319,663 | $214,378+49.1% | $200,582+59.4% | $142,382+124.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.62% | 46.41%-16.8pp | 42.33%-12.7pp | 217.08%-187.5pp |
| Employer contribution / active EE | $18,139 | $6,841+165.1% | $6,419+182.6% | $4,299+321.9% |
| Participant deferral / active EE | $18,936 | $9,865+92.0% | $9,331+102.9% | $6,507+191.0% |
| Admin fee / account holder | $31,276 | $17,692+76.8% | $16,305+91.8% | $12,624+147.8% |