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 | $375,992 | $183,963+104.4% | $162,163+131.9% | $152,861+146.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.59% | 150.76%-124.2pp | 115.59%-89.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $15,670 | $6,371+146.0% | $5,614+179.1% | $4,762+229.0% |
| Participant deferral / active EE | $12,955 | $8,034+61.2% | $7,298+77.5% | $5,850+121.4% |
| Admin fee / account holder | $8,495 | $13,121-35.3% | $10,843-21.7% | $11,596-26.7% |