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 | $372,258 | $114,381+225.5% | $107,525+246.2% | $142,382+161.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.77% | 242.71%-228.9pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $22,423 | $4,015+458.5% | $3,754+497.4% | $4,299+421.6% |
| Participant deferral / active EE | $7,639 | $5,564+37.3% | $5,116+49.3% | $6,507+17.4% |
| Admin fee / account holder | $15,666 | $9,860+58.9% | $8,919+75.6% | $12,624+24.1% |