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 | $333,681 | $214,378+55.7% | $200,582+66.4% | $142,382+134.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.93% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,440 | $6,841-64.3% | $6,419-62.0% | $4,299-43.3% |
| Participant deferral / active EE | $5,578 | $9,865-43.5% | $9,331-40.2% | $6,507-14.3% |
| Admin fee / account holder | $17,646 | $17,692-0.3% | $16,305+8.2% | $12,624+39.8% |