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 7-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 | $362,300 | $201,272+80.0% | $184,203+96.7% | $145,922+148.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.94% | 29.00%-8.1pp | 28.81%-7.9pp | 561.29%-540.4pp |
| Employer contribution / active EE | $10,257 | $7,022+46.1% | $6,427+59.6% | $4,660+120.1% |
| Participant deferral / active EE | $14,833 | $9,806+51.3% | $9,131+62.4% | $6,688+121.8% |
| Admin fee / account holder | $34,058 | $16,364+108.1% | $13,901+145.0% | $13,397+154.2% |