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 | $432,075 | $177,572+143.3% | $154,803+179.1% | $142,382+203.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.29% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $9,028 | $4,810+87.7% | $4,305+109.7% | $4,299+110.0% |
| Participant deferral / active EE | $8,953 | $6,272+42.8% | $5,540+61.6% | $6,507+37.6% |
| Admin fee / account holder | $84,437 | $16,786+403.0% | $14,329+489.3% | $12,624+568.9% |