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 | $330,215 | $179,726+83.7% | $156,263+111.3% | $142,382+131.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.79% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $7,523 | $5,069+48.4% | $4,333+73.6% | $4,299+75.0% |
| Participant deferral / active EE | $8,210 | $6,956+18.0% | $6,158+33.3% | $6,507+26.2% |
| Admin fee / account holder | $25,798 | $17,272+49.4% | $14,255+81.0% | $12,624+104.4% |