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 | $332,613 | $217,402+53.0% | $185,823+79.0% | $167,490+98.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.84% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $12,068 | $5,873+105.5% | $5,167+133.6% | $4,837+149.5% |
| Participant deferral / active EE | $8,240 | $6,356+29.6% | $5,568+48.0% | $6,341+29.9% |
| Admin fee / account holder | $17,777 | $19,811-10.3% | $16,237+9.5% | $12,309+44.4% |