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 | $361,628 | $159,602+126.6% | $150,045+141.0% | $142,382+154.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.69% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $15,542 | $4,961+213.3% | $4,693+231.2% | $4,299+261.5% |
| Participant deferral / active EE | $5,416 | $8,310-34.8% | $7,997-32.3% | $6,507-16.8% |
| Admin fee / account holder | $13,818 | $14,846-6.9% | $13,435+2.8% | $12,624+9.5% |