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 | $271,823 | $226,064+20.2% | $182,532+48.9% | $152,861+77.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.09% | 192.51%-166.4pp | 148.54%-122.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $15,697 | $4,978+215.3% | $4,076+285.1% | $4,762+229.6% |
| Participant deferral / active EE | $13,572 | $6,368+113.1% | $5,524+145.7% | $5,850+132.0% |
| Admin fee / account holder | $14,084 | $10,703+31.6% | $8,592+63.9% | $11,596+21.4% |