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 | $363,515 | $185,822+95.6% | $169,993+113.8% | $139,434+160.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.45% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $10,163 | $7,590+33.9% | $6,785+49.8% | $4,751+113.9% |
| Participant deferral / active EE | $10,119 | $11,622-12.9% | $10,408-2.8% | $6,710+50.8% |
| Admin fee / account holder | $10,665 | $15,381-30.7% | $12,815-16.8% | $11,403-6.5% |