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 | $420,467 | $209,411+100.8% | $178,490+135.6% | $158,922+164.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.65% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $22,133 | $5,706+287.9% | $5,011+341.7% | $4,761+364.9% |
| Participant deferral / active EE | $2,018 | $5,954-66.1% | $5,202-61.2% | $5,982-66.3% |
| Admin fee / account holder | $13,460 | $17,074-21.2% | $13,984-3.7% | $11,246+19.7% |