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 | $257,304 | $177,572+44.9% | $154,803+66.2% | $142,382+80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.62% | 65.07%-37.4pp | 58.88%-31.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $11,544 | $4,810+140.0% | $4,305+168.1% | $4,299+168.5% |
| Participant deferral / active EE | $6,370 | $6,272+1.6% | $5,540+15.0% | $6,507-2.1% |
| Admin fee / account holder | $586 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |