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 | $324,630 | $175,202+85.3% | $149,673+116.9% | $139,434+132.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.43% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $13,282 | $5,474+142.6% | $4,818+175.7% | $4,751+179.6% |
| Participant deferral / active EE | $5,526 | $6,519-15.2% | $5,680-2.7% | $6,710-17.6% |
| Admin fee / account holder | $13,890 | $16,150-14.0% | $13,210+5.1% | $11,403+21.8% |