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 | $339,702 | $177,572+91.3% | $154,803+119.4% | $142,382+138.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,364 | $4,810+53.1% | $4,305+71.0% | $4,299+71.3% |
| Participant deferral / active EE | $8,772 | $6,272+39.9% | $5,540+58.3% | $6,507+34.8% |
| Admin fee / account holder | $10,700 | $16,786-36.3% | $14,329-25.3% | $12,624-15.2% |