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 | $386,704 | $177,572+117.8% | $154,803+149.8% | $142,382+171.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,553 | $4,810+98.6% | $4,305+121.9% | $4,299+122.2% |
| Participant deferral / active EE | $8,682 | $6,272+38.4% | $5,540+56.7% | $6,507+33.4% |
| Admin fee / account holder | $70,623 | $16,786+320.7% | $14,329+392.9% | $12,624+459.4% |