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 | $412,305 | $179,726+129.4% | $156,263+163.9% | $142,382+189.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.56% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $15,280 | $5,069+201.4% | $4,333+252.6% | $4,299+255.4% |
| Participant deferral / active EE | $13,568 | $6,956+95.1% | $6,158+120.3% | $6,507+108.5% |
| Admin fee / account holder | $31,178 | $17,272+80.5% | $14,255+118.7% | $12,624+147.0% |