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 | $261,275 | $137,414+90.1% | $189,513+37.9% | $85,850+204.3% |
| Participation rate | 97.3% | 84.6%+12.6pp | 87.8%+9.5pp | 69.3%+27.9pp |
| Annual return | 17.49% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $17,718 | $4,344+307.8% | $6,162+187.6% | $2,565+590.7% |
| Participant deferral / active EE | $17,542 | $6,260+180.2% | $8,221+113.4% | $3,952+343.9% |
| Admin fee / account holder | $9,351 | $8,630+8.4% | $12,045-22.4% | $6,260+49.4% |