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 7-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 | $260,222 | $209,411+24.3% | $178,490+45.8% | $158,922+63.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.14% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $14,444 | $5,706+153.1% | $5,011+188.3% | $4,761+203.4% |
| Participant deferral / active EE | $8,505 | $5,954+42.8% | $5,202+63.5% | $5,982+42.2% |
| Admin fee / account holder | $52,221 | $17,074+205.8% | $13,984+273.4% | $11,246+364.4% |