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 | $266,985 | $183,963+45.1% | $162,163+64.6% | $152,861+74.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.10% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $12,250 | $6,371+92.3% | $5,614+118.2% | $4,762+157.2% |
| Participant deferral / active EE | $7,750 | $8,034-3.5% | $7,298+6.2% | $5,850+32.5% |
| Admin fee / account holder | $1,225 | $13,121-90.7% | $10,843-88.7% | $11,596-89.4% |