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 | $379,064 | $114,381+231.4% | $107,525+252.5% | $142,382+166.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.96% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $12,190 | $4,015+203.6% | $3,754+224.8% | $4,299+183.5% |
| Participant deferral / active EE | $12,259 | $5,564+120.3% | $5,116+139.6% | $6,507+88.4% |
| Admin fee / account holder | $17,066 | $9,860+73.1% | $8,919+91.3% | $12,624+35.2% |