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 | $317,749 | $198,466+60.1% | $170,442+86.4% | $147,584+115.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.44% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $22,356 | $6,184+261.5% | $5,433+311.5% | $4,876+358.5% |
| Participant deferral / active EE | $14,897 | $5,629+164.6% | $4,939+201.6% | $5,439+173.9% |
| Admin fee / account holder | $43,189 | $16,852+156.3% | $13,880+211.2% | $10,885+296.8% |