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 | $421,437 | $177,572+137.3% | $154,803+172.2% | $142,382+196.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.31% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $20,866 | $4,810+333.8% | $4,305+384.6% | $4,299+385.4% |
| Participant deferral / active EE | $11,270 | $6,272+79.7% | $5,540+103.4% | $6,507+73.2% |
| Admin fee / account holder | $1,714 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |