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 | $299,743 | $197,591+51.7% | $177,821+68.6% | $158,922+88.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 60.11% | 58.76%+1.4pp | 48.32%+11.8pp | 302.83%-242.7pp |
| Employer contribution / active EE | $28,023 | $6,697+318.4% | $5,918+373.5% | $4,761+488.6% |
| Participant deferral / active EE | $21,708 | $8,405+158.3% | $7,714+181.4% | $5,982+262.9% |
| Admin fee / account holder | $29,354 | $15,399+90.6% | $12,427+136.2% | $11,246+161.0% |