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 | $253,168 | $175,202+44.5% | $149,673+69.1% | $139,434+81.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.73% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $5,521 | $5,474+0.9% | $4,818+14.6% | $4,751+16.2% |
| Participant deferral / active EE | $10,426 | $6,519+59.9% | $5,680+83.6% | $6,710+55.4% |
| Admin fee / account holder | $60,757 | $16,150+276.2% | $13,210+359.9% | $11,403+432.8% |