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 | $290,180 | $198,466+46.2% | $170,442+70.3% | $147,584+96.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.04% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $12,195 | $6,184+97.2% | $5,433+124.5% | $4,876+150.1% |
| Participant deferral / active EE | $7,927 | $5,629+40.8% | $4,939+60.5% | $5,439+45.7% |
| Admin fee / account holder | $2,435 | $16,852-85.6% | $13,880-82.5% | $10,885-77.6% |