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 | $298,003 | $159,602+86.7% | $150,045+98.6% | $142,382+109.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.99% | 70.24%-45.2pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $11,201 | $4,961+125.8% | $4,693+138.7% | $4,299+160.5% |
| Participant deferral / active EE | $20,982 | $8,310+152.5% | $7,997+162.4% | $6,507+222.4% |
| Admin fee / account holder | $953 | $14,846-93.6% | $13,435-92.9% | $12,624-92.4% |