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 | $266,261 | $159,901+66.5% | $146,958+81.2% | $145,922+82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $9,159 | $5,286+73.3% | $4,933+85.7% | $4,660+96.6% |
| Participant deferral / active EE | $9,325 | $8,428+10.6% | $8,070+15.6% | $6,688+39.4% |
| Admin fee / account holder | $27,885 | $15,044+85.4% | $12,998+114.5% | $13,397+108.1% |