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 | $292,106 | $179,726+62.5% | $156,263+86.9% | $142,382+105.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.48% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $12,060 | $5,069+137.9% | $4,333+178.3% | $4,299+180.5% |
| Participant deferral / active EE | $22,615 | $6,956+225.1% | $6,158+267.2% | $6,507+247.5% |
| Admin fee / account holder | $6,558 | $17,272-62.0% | $14,255-54.0% | $12,624-48.1% |