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 | $384,641 | $185,822+107.0% | $169,993+126.3% | $139,434+175.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.82% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,664 | $7,590-64.9% | $6,785-60.7% | $4,751-43.9% |
| Participant deferral / active EE | $13,309 | $11,622+14.5% | $10,408+27.9% | $6,710+98.3% |
| Admin fee / account holder | $10,350 | $15,381-32.7% | $12,815-19.2% | $11,403-9.2% |