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 | $329,903 | $175,202+88.3% | $149,673+120.4% | $139,434+136.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.57% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $7,593 | $5,474+38.7% | $4,818+57.6% | $4,751+59.8% |
| Participant deferral / active EE | $8,737 | $6,519+34.0% | $5,680+53.8% | $6,710+30.2% |
| Admin fee / account holder | $12,621 | $16,150-21.9% | $13,210-4.5% | $11,403+10.7% |