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 | $353,583 | $179,726+96.7% | $156,263+126.3% | $142,382+148.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.42% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $19,682 | $5,069+288.3% | $4,333+354.2% | $4,299+357.8% |
| Participant deferral / active EE | $16,090 | $6,956+131.3% | $6,158+161.3% | $6,507+147.3% |
| Admin fee / account holder | $11,147 | $17,272-35.5% | $14,255-21.8% | $12,624-11.7% |