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 | $403,314 | $177,572+127.1% | $154,803+160.5% | $142,382+183.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.51% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,605 | $4,810+99.7% | $4,305+123.1% | $4,299+123.4% |
| Participant deferral / active EE | $10,414 | $6,272+66.1% | $5,540+88.0% | $6,507+60.0% |
| Admin fee / account holder | $28,047 | $16,786+67.1% | $14,329+95.7% | $12,624+122.2% |