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 | $289,333 | $177,572+62.9% | $154,803+86.9% | $142,382+103.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.50% | 65.07%-36.6pp | 58.88%-30.4pp | 217.08%-188.6pp |
| Employer contribution / active EE | $6,670 | $4,810+38.7% | $4,305+54.9% | $4,299+55.1% |
| Participant deferral / active EE | $6,936 | $6,272+10.6% | $5,540+25.2% | $6,507+6.6% |
| Admin fee / account holder | $3,247 | $16,786-80.7% | $14,329-77.3% | $12,624-74.3% |