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 | $355,964 | $159,602+123.0% | $150,045+137.2% | $142,382+150.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.73% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $13,014 | $4,961+162.4% | $4,693+177.3% | $4,299+202.7% |
| Participant deferral / active EE | $8,028 | $8,310-3.4% | $7,997+0.4% | $6,507+23.4% |
| Admin fee / account holder | $7,415 | $14,846-50.1% | $13,435-44.8% | $12,624-41.3% |