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 | $368,719 | $159,901+130.6% | $146,958+150.9% | $145,922+152.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.42% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $9,914 | $5,286+87.5% | $4,933+101.0% | $4,660+112.8% |
| Participant deferral / active EE | $20,324 | $8,428+141.1% | $8,070+151.9% | $6,688+203.9% |
| Admin fee / account holder | $20,299 | $15,044+34.9% | $12,998+56.2% | $13,397+51.5% |