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 | $303,907 | $177,572+71.1% | $154,803+96.3% | $142,382+113.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.34% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,585 | $4,810+36.9% | $4,305+52.9% | $4,299+53.2% |
| Participant deferral / active EE | $5,255 | $6,272-16.2% | $5,540-5.2% | $6,507-19.2% |
| Admin fee / account holder | $8,207 | $16,786-51.1% | $14,329-42.7% | $12,624-35.0% |