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 | $376,087 | $177,572+111.8% | $154,803+142.9% | $142,382+164.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.50% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,715 | $4,810+226.7% | $4,305+265.0% | $4,299+265.5% |
| Participant deferral / active EE | $10,952 | $6,272+74.6% | $5,540+97.7% | $6,507+68.3% |
| Admin fee / account holder | $1,041 | $16,786-93.8% | $14,329-92.7% | $12,624-91.8% |