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 | $350,175 | $209,411+67.2% | $178,490+96.2% | $158,922+120.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.05% | 188.75%-165.7pp | 151.07%-128.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $14,822 | $5,706+159.7% | $5,011+195.8% | $4,761+211.3% |
| Participant deferral / active EE | $6,730 | $5,954+13.0% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $9,996 | $17,074-41.5% | $13,984-28.5% | $11,246-11.1% |