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 | $326,599 | $159,602+104.6% | $150,045+117.7% | $142,382+129.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.64% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,706 | $4,961-45.5% | $4,693-42.3% | $4,299-37.1% |
| Participant deferral / active EE | $9,872 | $8,310+18.8% | $7,997+23.4% | $6,507+51.7% |
| Admin fee / account holder | $55,612 | $14,846+274.6% | $13,435+313.9% | $12,624+340.5% |