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 | $430,786 | $198,466+117.1% | $170,442+152.7% | $147,584+191.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.11% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $13,755 | $6,184+122.4% | $5,433+153.2% | $4,876+182.1% |
| Participant deferral / active EE | $7,428 | $5,629+32.0% | $4,939+50.4% | $5,439+36.6% |
| Admin fee / account holder | $25,784 | $16,852+53.0% | $13,880+85.8% | $10,885+136.9% |