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 | $366,187 | $100,773+263.4% | $88,946+311.7% | $142,382+157.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.96% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $20,956 | $2,918+618.3% | $2,555+720.2% | $4,299+387.5% |
| Participant deferral / active EE | $15,031 | $5,230+187.4% | $4,581+228.1% | $6,507+131.0% |
| Admin fee / account holder | $4,017 | $9,693-58.6% | $8,261-51.4% | $12,624-68.2% |