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 | $285,818 | $148,534+92.4% | $135,903+110.3% | $139,434+105.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.68% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $12,077 | $5,243+130.4% | $4,856+148.7% | $4,751+154.2% |
| Participant deferral / active EE | $15,804 | $8,100+95.1% | $7,758+103.7% | $6,710+135.5% |
| Admin fee / account holder | $1,564 | $12,400-87.4% | $10,762-85.5% | $11,403-86.3% |