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 | $262,183 | $176,812+48.3% | $146,665+78.8% | $167,490+56.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 64.78% | 24.03%+40.8pp | 22.74%+42.0pp | 478.56%-413.8pp |
| Employer contribution / active EE | $8,140 | $5,160+57.8% | $4,136+96.8% | $4,837+68.3% |
| Participant deferral / active EE | $5,664 | $6,440-12.0% | $5,506+2.9% | $6,341-10.7% |
| Admin fee / account holder | $1,503 | $13,259-88.7% | $10,280-85.4% | $12,309-87.8% |