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 | $292,583 | $217,402+34.6% | $185,823+57.5% | $167,490+74.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.03% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $19,681 | $5,873+235.1% | $5,167+280.9% | $4,837+306.8% |
| Participant deferral / active EE | $9,750 | $6,356+53.4% | $5,568+75.1% | $6,341+53.8% |
| Admin fee / account holder | $18,461 | $19,811-6.8% | $16,237+13.7% | $12,309+50.0% |