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 | $348,538 | $177,572+96.3% | $154,803+125.1% | $142,382+144.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $23,691 | $4,810+392.5% | $4,305+450.3% | $4,299+451.1% |
| Participant deferral / active EE | $17,007 | $6,272+171.2% | $5,540+207.0% | $6,507+161.4% |
| Admin fee / account holder | $16,996 | $16,786+1.2% | $14,329+18.6% | $12,624+34.6% |