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 | $330,852 | $177,572+86.3% | $154,803+113.7% | $142,382+132.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.28% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $11,843 | $4,810+146.2% | $4,305+175.1% | $4,299+175.5% |
| Participant deferral / active EE | $7,468 | $6,272+19.1% | $5,540+34.8% | $6,507+14.8% |
| Admin fee / account holder | $11,402 | $16,786-32.1% | $14,329-20.4% | $12,624-9.7% |