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 | $290,568 | $217,402+33.7% | $185,823+56.4% | $167,490+73.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.95% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $13,017 | $5,873+121.6% | $5,167+151.9% | $4,837+169.1% |
| Participant deferral / active EE | $7,010 | $6,356+10.3% | $5,568+25.9% | $6,341+10.5% |
| Admin fee / account holder | $989 | $19,811-95.0% | $16,237-93.9% | $12,309-92.0% |