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 | $420,241 | $165,984+153.2% | $164,813+155.0% | $145,922+188.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 31.86% | 100.03%-68.2pp | 69.93%-38.1pp | 561.29%-529.4pp |
| Employer contribution / active EE | $12,302 | $5,273+133.3% | $4,341+183.4% | $4,660+164.0% |
| Participant deferral / active EE | $20,650 | $6,959+196.7% | $6,031+242.4% | $6,688+208.8% |
| Admin fee / account holder | $3,365 | $16,648-79.8% | $12,690-73.5% | $13,397-74.9% |