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 | $254,921 | $148,534+71.6% | $135,903+87.6% | $139,434+82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.10% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $18,050 | $5,243+244.3% | $4,856+271.7% | $4,751+279.9% |
| Participant deferral / active EE | $13,628 | $8,100+68.2% | $7,758+75.7% | $6,710+103.1% |
| Admin fee / account holder | $4,711 | $12,400-62.0% | $10,762-56.2% | $11,403-58.7% |