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 | $313,416 | $159,602+96.4% | $150,045+108.9% | $142,382+120.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,633 | $4,961+74.0% | $4,693+84.0% | $4,299+100.8% |
| Participant deferral / active EE | $20,887 | $8,310+151.3% | $7,997+161.2% | $6,507+221.0% |
| Admin fee / account holder | $165,358 | $14,846+1013.8% | $13,435+1130.8% | $12,624+1209.9% |