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 | $301,798 | $183,963+64.1% | $162,163+86.1% | $152,861+97.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.56% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $7,088 | $6,371+11.3% | $5,614+26.3% | $4,762+48.8% |
| Participant deferral / active EE | $22,959 | $8,034+185.8% | $7,298+214.6% | $5,850+292.4% |
| Admin fee / account holder | $3,911 | $13,121-70.2% | $10,843-63.9% | $11,596-66.3% |