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 | $319,108 | $179,726+77.6% | $156,263+104.2% | $142,382+124.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.25% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,388 | $5,069+6.3% | $4,333+24.4% | $4,299+25.3% |
| Participant deferral / active EE | $11,201 | $6,956+61.0% | $6,158+81.9% | $6,507+72.1% |
| Admin fee / account holder | $21,562 | $17,272+24.8% | $14,255+51.3% | $12,624+70.8% |