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 | $327,165 | $175,202+86.7% | $149,673+118.6% | $139,434+134.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.15% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $5,432 | $5,474-0.8% | $4,818+12.8% | $4,751+14.3% |
| Participant deferral / active EE | $8,904 | $6,519+36.6% | $5,680+56.8% | $6,710+32.7% |
| Admin fee / account holder | $95,937 | $16,150+494.0% | $13,210+626.3% | $11,403+741.4% |