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 | $253,308 | $185,822+36.3% | $169,993+49.0% | $139,434+81.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.19% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $9,544 | $7,590+25.7% | $6,785+40.7% | $4,751+100.9% |
| Participant deferral / active EE | $21,688 | $11,622+86.6% | $10,408+108.4% | $6,710+223.2% |
| Admin fee / account holder | $103,842 | $15,381+575.1% | $12,815+710.3% | $11,403+810.7% |