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 | $295,270 | $177,572+66.3% | $154,803+90.7% | $142,382+107.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.11% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,244 | $4,810+50.6% | $4,305+68.2% | $4,299+68.5% |
| Participant deferral / active EE | $9,446 | $6,272+50.6% | $5,540+70.5% | $6,507+45.2% |
| Admin fee / account holder | $1,530 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |