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 | $380,956 | $159,602+138.7% | $150,045+153.9% | $142,382+167.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.79% | 70.24%-51.4pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $18,747 | $4,961+277.9% | $4,693+299.5% | $4,299+336.1% |
| Participant deferral / active EE | $14,280 | $8,310+71.8% | $7,997+78.6% | $6,507+119.4% |
| Admin fee / account holder | $2,518 | $14,846-83.0% | $13,435-81.3% | $12,624-80.1% |