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 | $425,682 | $179,726+136.8% | $156,263+172.4% | $142,382+199.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.35% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $24,535 | $5,069+384.0% | $4,333+466.2% | $4,299+470.7% |
| Participant deferral / active EE | $7,750 | $6,956+11.4% | $6,158+25.8% | $6,507+19.1% |
| Admin fee / account holder | $2,444 | $17,272-85.8% | $14,255-82.9% | $12,624-80.6% |