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 | $420,915 | $159,602+163.7% | $150,045+180.5% | $142,382+195.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.34% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $20,846 | $4,961+320.2% | $4,693+344.2% | $4,299+384.9% |
| Participant deferral / active EE | $11,135 | $8,310+34.0% | $7,997+39.2% | $6,507+71.1% |
| Admin fee / account holder | $2,230 | $14,846-85.0% | $13,435-83.4% | $12,624-82.3% |