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 | $364,011 | $144,119+152.6% | $117,854+208.9% | $147,584+146.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.52% | 531.15%-506.6pp | 335.08%-310.6pp | 578.55%-554.0pp |
| Employer contribution / active EE | $6,034 | $4,896+23.2% | $3,786+59.4% | $4,876+23.7% |
| Participant deferral / active EE | $20,000 | $5,316+276.2% | $4,482+346.3% | $5,439+267.7% |
| Admin fee / account holder | $5,499 | $10,886-49.5% | $8,020-31.4% | $10,885-49.5% |