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 | $317,115 | $177,572+78.6% | $154,803+104.9% | $142,382+122.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $16,464 | $4,810+242.3% | $4,305+282.4% | $4,299+283.0% |
| Participant deferral / active EE | $16,802 | $6,272+167.9% | $5,540+203.3% | $6,507+158.2% |
| Admin fee / account holder | $1,171 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |