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 | $271,033 | $217,402+24.7% | $185,823+45.9% | $167,490+61.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.35% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,172 | $5,873-46.0% | $5,167-38.6% | $4,837-34.4% |
| Participant deferral / active EE | $7,532 | $6,356+18.5% | $5,568+35.3% | $6,341+18.8% |
| Admin fee / account holder | $58,909 | $19,811+197.4% | $16,237+262.8% | $12,309+378.6% |