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 | $275,844 | $159,602+72.8% | $150,045+83.8% | $142,382+93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $15,808 | $4,961+218.7% | $4,693+236.8% | $4,299+267.7% |
| Participant deferral / active EE | $9,485 | $8,310+14.1% | $7,997+18.6% | $6,507+45.8% |
| Admin fee / account holder | $6,500 | $14,846-56.2% | $13,435-51.6% | $12,624-48.5% |