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 | $354,633 | $217,402+63.1% | $185,823+90.8% | $167,490+111.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.81% | 148.36%-136.6pp | 122.05%-110.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $16,102 | $5,873+174.2% | $5,167+211.6% | $4,837+232.9% |
| Participant deferral / active EE | $10,444 | $6,356+64.3% | $5,568+87.6% | $6,341+64.7% |
| Admin fee / account holder | $7,828 | $19,811-60.5% | $16,237-51.8% | $12,309-36.4% |