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 | $365,955 | $148,534+146.4% | $135,903+169.3% | $139,434+162.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.16% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $6,262 | $5,243+19.4% | $4,856+29.0% | $4,751+31.8% |
| Participant deferral / active EE | $11,946 | $8,100+47.5% | $7,758+54.0% | $6,710+78.0% |
| Admin fee / account holder | $173,739 | $12,400+1301.2% | $10,762+1514.4% | $11,403+1423.7% |