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 | $310,654 | $179,726+72.8% | $156,263+98.8% | $142,382+118.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.31% | 77.86%-64.5pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $18,867 | $5,069+272.2% | $4,333+335.4% | $4,299+338.8% |
| Participant deferral / active EE | $10,171 | $6,956+46.2% | $6,158+65.2% | $6,507+56.3% |
| Admin fee / account holder | $2,121 | $17,272-87.7% | $14,255-85.1% | $12,624-83.2% |