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 | $349,632 | $198,466+76.2% | $170,442+105.1% | $147,584+136.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.94% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $11,512 | $6,184+86.2% | $5,433+111.9% | $4,876+136.1% |
| Participant deferral / active EE | $7,749 | $5,629+37.7% | $4,939+56.9% | $5,439+42.5% |
| Admin fee / account holder | $2,471 | $16,852-85.3% | $13,880-82.2% | $10,885-77.3% |