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 | $328,665 | $159,602+105.9% | $150,045+119.0% | $142,382+130.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.34% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,141 | $4,961+43.9% | $4,693+52.2% | $4,299+66.1% |
| Participant deferral / active EE | $16,318 | $8,310+96.4% | $7,997+104.1% | $6,507+150.8% |
| Admin fee / account holder | $2,210 | $14,846-85.1% | $13,435-83.5% | $12,624-82.5% |