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 | $327,814 | $183,963+78.2% | $162,163+102.2% | $152,861+114.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.47% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $6,529 | $6,371+2.5% | $5,614+16.3% | $4,762+37.1% |
| Participant deferral / active EE | $4,473 | $8,034-44.3% | $7,298-38.7% | $5,850-23.5% |
| Admin fee / account holder | $17,833 | $13,121+35.9% | $10,843+64.5% | $11,596+53.8% |