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 | $387,512 | $217,402+78.2% | $185,823+108.5% | $167,490+131.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.44% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $16,631 | $5,873+183.2% | $5,167+221.8% | $4,837+243.8% |
| Participant deferral / active EE | $21,278 | $6,356+234.8% | $5,568+282.2% | $6,341+235.5% |
| Admin fee / account holder | $25,096 | $19,811+26.7% | $16,237+54.6% | $12,309+103.9% |