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 | $377,959 | $168,632+124.1% | $147,614+156.0% | $125,391+201.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.80% | 77.65%-70.8pp | 61.98%-55.2pp | 282.22%-275.4pp |
| Employer contribution / active EE | $11,196 | $6,252+79.1% | $5,564+101.2% | $4,866+130.1% |
| Participant deferral / active EE | $6,360 | $5,507+15.5% | $4,895+29.9% | $5,352+18.8% |
| Admin fee / account holder | $698 | $13,580-94.9% | $11,611-94.0% | $9,540-92.7% |