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 9-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 | $252,350 | $175,202+44.0% | $149,673+68.6% | $139,434+81.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.79% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,663 | $5,474-33.1% | $4,818-24.0% | $4,751-22.9% |
| Participant deferral / active EE | $11,295 | $6,519+73.3% | $5,680+98.9% | $6,710+68.3% |
| Admin fee / account holder | $43,602 | $16,150+170.0% | $13,210+230.1% | $11,403+282.4% |