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 | $351,188 | $217,402+61.5% | $185,823+89.0% | $167,490+109.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.33% | 148.36%-127.0pp | 122.05%-100.7pp | 478.56%-457.2pp |
| Employer contribution / active EE | $12,041 | $5,873+105.0% | $5,167+133.0% | $4,837+148.9% |
| Participant deferral / active EE | $7,473 | $6,356+17.6% | $5,568+34.2% | $6,341+17.9% |
| Admin fee / account holder | $10,812 | $19,811-45.4% | $16,237-33.4% | $12,309-12.2% |