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 | $255,507 | $96,635+164.4% | $86,612+195.0% | $139,434+83.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.77% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,570 | $3,263+9.4% | $3,022+18.1% | $4,751-24.9% |
| Participant deferral / active EE | $14,849 | $4,836+207.1% | $4,438+234.6% | $6,710+121.3% |
| Admin fee / account holder | $9,972 | $6,408+55.6% | $5,614+77.6% | $11,403-12.5% |