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 | $266,618 | $159,602+67.1% | $150,045+77.7% | $142,382+87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.64% | 70.24%-44.6pp | 62.55%-36.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $13,655 | $4,961+175.3% | $4,693+190.9% | $4,299+217.6% |
| Participant deferral / active EE | $15,072 | $8,310+81.4% | $7,997+88.5% | $6,507+131.6% |
| Admin fee / account holder | $9,371 | $14,846-36.9% | $13,435-30.3% | $12,624-25.8% |