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 | $277,535 | $159,602+73.9% | $150,045+85.0% | $142,382+94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.82% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $8,448 | $4,961+70.3% | $4,693+80.0% | $4,299+96.5% |
| Participant deferral / active EE | $15,993 | $8,310+92.5% | $7,997+100.0% | $6,507+145.8% |
| Admin fee / account holder | $4,350 | $14,846-70.7% | $13,435-67.6% | $12,624-65.5% |