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 | $395,125 | $197,591+100.0% | $177,821+122.2% | $158,922+148.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.88% | 58.76%-32.9pp | 48.32%-22.4pp | 302.83%-276.9pp |
| Employer contribution / active EE | $9,995 | $6,697+49.2% | $5,918+68.9% | $4,761+109.9% |
| Participant deferral / active EE | $8,267 | $8,405-1.6% | $7,714+7.2% | $5,982+38.2% |
| Admin fee / account holder | $2,817 | $15,399-81.7% | $12,427-77.3% | $11,246-75.0% |