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 | $336,887 | $203,436+65.6% | $152,466+121.0% | $167,490+101.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.48% | 13.80%-2.3pp | 757.33%-745.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $12,936 | $5,220+147.8% | $4,327+199.0% | $4,837+167.4% |
| Participant deferral / active EE | $6,786 | $6,716+1.0% | $5,820+16.6% | $6,341+7.0% |
| Admin fee / account holder | $3,740 | $22,506-83.4% | $15,805-76.3% | $12,309-69.6% |