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 | $259,169 | $159,901+62.1% | $146,958+76.4% | $145,922+77.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $11,970 | $5,286+126.5% | $4,933+142.7% | $4,660+156.9% |
| Participant deferral / active EE | $6,827 | $8,428-19.0% | $8,070-15.4% | $6,688+2.1% |
| Admin fee / account holder | $2,512 | $15,044-83.3% | $12,998-80.7% | $13,397-81.2% |