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 | $319,401 | $133,922+138.5% | $116,228+174.8% | $142,382+124.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.96% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $10,883 | $3,446+215.9% | $2,994+263.5% | $4,299+153.2% |
| Participant deferral / active EE | $6,845 | $5,672+20.7% | $4,953+38.2% | $6,507+5.2% |
| Admin fee / account holder | $9,592 | $14,945-35.8% | $11,989-20.0% | $12,624-24.0% |