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 | $330,478 | $177,572+86.1% | $154,803+113.5% | $142,382+132.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.51% | 65.07%-37.6pp | 58.88%-31.4pp | 217.08%-189.6pp |
| Employer contribution / active EE | $13,586 | $4,810+182.4% | $4,305+215.5% | $4,299+216.0% |
| Participant deferral / active EE | $20,408 | $6,272+225.4% | $5,540+268.3% | $6,507+213.6% |
| Admin fee / account holder | $74,399 | $16,786+343.2% | $14,329+419.2% | $12,624+489.4% |