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 | $404,447 | $185,822+117.7% | $169,993+137.9% | $139,434+190.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.08% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $11,209 | $7,590+47.7% | $6,785+65.2% | $4,751+135.9% |
| Participant deferral / active EE | $21,653 | $11,622+86.3% | $10,408+108.0% | $6,710+222.7% |
| Admin fee / account holder | $45,426 | $15,381+195.3% | $12,815+254.5% | $11,403+298.4% |