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 | $270,033 | $197,591+36.7% | $177,821+51.9% | $158,922+69.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.95% | 58.76%-42.8pp | 48.32%-32.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $22,694 | $6,697+238.9% | $5,918+283.5% | $4,761+376.7% |
| Participant deferral / active EE | $18,010 | $8,405+114.3% | $7,714+133.5% | $5,982+201.1% |
| Admin fee / account holder | $1,213 | $15,399-92.1% | $12,427-90.2% | $11,246-89.2% |