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 | $352,409 | $209,411+68.3% | $178,490+97.4% | $158,922+121.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.71% | 188.75%-161.0pp | 151.07%-123.4pp | 302.83%-275.1pp |
| Employer contribution / active EE | $25,000 | $5,706+338.1% | $5,011+398.9% | $4,761+425.1% |
| Participant deferral / active EE | $15,167 | $5,954+154.7% | $5,202+191.6% | $5,982+153.5% |
| Admin fee / account holder | $2,577 | $17,074-84.9% | $13,984-81.6% | $11,246-77.1% |