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 | $279,552 | $177,572+57.4% | $154,803+80.6% | $142,382+96.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.87% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,118 | $4,810+68.8% | $4,305+88.6% | $4,299+88.8% |
| Participant deferral / active EE | $20,721 | $6,272+230.4% | $5,540+274.0% | $6,507+218.4% |
| Admin fee / account holder | $412,142 | $16,786+2355.3% | $14,329+2776.3% | $12,624+3164.8% |