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 | $338,532 | $214,378+57.9% | $200,582+68.8% | $142,382+137.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.72% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $24,375 | $6,841+256.3% | $6,419+279.7% | $4,299+467.0% |
| Participant deferral / active EE | $15,500 | $9,865+57.1% | $9,331+66.1% | $6,507+138.2% |
| Admin fee / account holder | $26,296 | $17,692+48.6% | $16,305+61.3% | $12,624+108.3% |