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 | $345,629 | $210,648+64.1% | $177,989+94.2% | $145,922+136.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.31% | 385.86%-374.5pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,162 | $4,565-52.6% | $3,949-45.3% | $4,660-53.6% |
| Participant deferral / active EE | $14,844 | $6,958+113.3% | $6,276+136.5% | $6,688+122.0% |
| Admin fee / account holder | $13,985 | $12,013+16.4% | $10,363+35.0% | $13,397+4.4% |