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 | $308,041 | $100,754+205.7% | $86,677+255.4% | $134,475+129.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 47.23% | 29.04%+18.2pp | 35.91%+11.3pp | 417.96%-370.7pp |
| Employer contribution / active EE | $6,634 | $3,489+90.1% | $2,836+133.9% | $4,740+40.0% |
| Participant deferral / active EE | $9,429 | $5,338+76.6% | $4,656+102.5% | $6,400+47.3% |
| Admin fee / account holder | $12,520 | $10,926+14.6% | $7,493+67.1% | $11,426+9.6% |