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 | $292,926 | $217,402+34.7% | $185,823+57.6% | $167,490+74.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.90% | 148.36%-136.5pp | 122.05%-110.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $7,455 | $5,873+26.9% | $5,167+44.3% | $4,837+54.1% |
| Participant deferral / active EE | $8,610 | $6,356+35.5% | $5,568+54.6% | $6,341+35.8% |
| Admin fee / account holder | $1,066 | $19,811-94.6% | $16,237-93.4% | $12,309-91.3% |