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 | $329,428 | $133,922+146.0% | $116,228+183.4% | $142,382+131.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.94% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,849 | $3,446+11.7% | $2,994+28.5% | $4,299-10.5% |
| Participant deferral / active EE | $9,056 | $5,672+59.7% | $4,953+82.8% | $6,507+39.2% |
| Admin fee / account holder | $38,331 | $14,945+156.5% | $11,989+219.7% | $12,624+203.6% |