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 | $277,836 | $172,478+61.1% | $145,661+90.7% | $142,382+95.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.80% | 151.09%-136.3pp | 101.46%-86.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,663 | $4,899-45.7% | $4,238-37.2% | $4,299-38.1% |
| Participant deferral / active EE | $10,950 | $8,348+31.2% | $7,198+52.1% | $6,507+68.3% |
| Admin fee / account holder | $48,271 | $16,864+186.2% | $12,466+287.2% | $12,624+282.4% |