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 | $369,897 | $159,602+131.8% | $150,045+146.5% | $142,382+159.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,526 | $4,961+51.7% | $4,693+60.4% | $4,299+75.1% |
| Participant deferral / active EE | $13,704 | $8,310+64.9% | $7,997+71.4% | $6,507+110.6% |
| Admin fee / account holder | $20,170 | $14,846+35.9% | $13,435+50.1% | $12,624+59.8% |