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 | $260,851 | $176,056+48.2% | $159,436+63.6% | $167,490+55.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.71% | 331.75%-318.0pp | 263.57%-249.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $9,886 | $5,297+86.6% | $4,829+104.7% | $4,837+104.4% |
| Participant deferral / active EE | $15,701 | $7,750+102.6% | $7,352+113.6% | $6,341+147.6% |
| Admin fee / account holder | $35,164 | $12,554+180.1% | $10,799+225.6% | $12,309+185.7% |