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 | $257,638 | $114,381+125.2% | $107,525+139.6% | $142,382+80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.03% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,498 | $4,015+36.9% | $3,754+46.5% | $4,299+27.9% |
| Participant deferral / active EE | $20,083 | $5,564+260.9% | $5,116+292.6% | $6,507+208.6% |
| Admin fee / account holder | $69,684 | $9,860+606.7% | $8,919+681.3% | $12,624+452.0% |