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 | $258,424 | $159,602+61.9% | $150,045+72.2% | $142,382+81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.79% | 70.24%-54.4pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $7,245 | $4,961+46.1% | $4,693+54.4% | $4,299+68.5% |
| Participant deferral / active EE | $16,775 | $8,310+101.9% | $7,997+109.8% | $6,507+157.8% |
| Admin fee / account holder | $24,701 | $14,846+66.4% | $13,435+83.9% | $12,624+95.7% |