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 | $413,975 | $177,572+133.1% | $154,803+167.4% | $142,382+190.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.05% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $17,490 | $4,810+263.6% | $4,305+306.2% | $4,299+306.8% |
| Participant deferral / active EE | $9,750 | $6,272+55.5% | $5,540+76.0% | $6,507+49.8% |
| Admin fee / account holder | $5,445 | $16,786-67.6% | $14,329-62.0% | $12,624-56.9% |