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 | $250,628 | $183,963+36.2% | $162,163+54.6% | $152,861+64.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.82% | 150.76%-128.9pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $7,861 | $6,371+23.4% | $5,614+40.0% | $4,762+65.1% |
| Participant deferral / active EE | $10,185 | $8,034+26.8% | $7,298+39.6% | $5,850+74.1% |
| Admin fee / account holder | $2,652 | $13,121-79.8% | $10,843-75.5% | $11,596-77.1% |