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 | $359,252 | $177,572+102.3% | $154,803+132.1% | $142,382+152.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.77% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $17,546 | $4,810+264.8% | $4,305+307.5% | $4,299+308.1% |
| Participant deferral / active EE | $16,240 | $6,272+159.0% | $5,540+193.1% | $6,507+149.6% |
| Admin fee / account holder | $1,077 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |