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 | $367,537 | $214,378+71.4% | $200,582+83.2% | $142,382+158.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.67% | 46.41%-33.7pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $11,971 | $6,841+75.0% | $6,419+86.5% | $4,299+178.5% |
| Participant deferral / active EE | $19,072 | $9,865+93.3% | $9,331+104.4% | $6,507+193.1% |
| Admin fee / account holder | $575,717 | $17,692+3154.1% | $16,305+3431.0% | $12,624+4460.6% |