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 | $304,644 | $198,466+53.5% | $170,442+78.7% | $147,584+106.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.89% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $12,120 | $6,184+96.0% | $5,433+123.1% | $4,876+148.5% |
| Participant deferral / active EE | $6,498 | $5,629+15.4% | $4,939+31.5% | $5,439+19.5% |
| Admin fee / account holder | $4,118 | $16,852-75.6% | $13,880-70.3% | $10,885-62.2% |