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 | $406,673 | $217,402+87.1% | $185,823+118.8% | $167,490+142.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.46% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $9,056 | $5,873+54.2% | $5,167+75.2% | $4,837+87.2% |
| Participant deferral / active EE | $11,651 | $6,356+83.3% | $5,568+109.2% | $6,341+83.7% |
| Admin fee / account holder | $37,349 | $19,811+88.5% | $16,237+130.0% | $12,309+203.4% |