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 | $255,508 | $217,402+17.5% | $185,823+37.5% | $167,490+52.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.22% | 148.36%-125.1pp | 122.05%-98.8pp | 478.56%-455.3pp |
| Employer contribution / active EE | $16,457 | $5,873+180.2% | $5,167+218.5% | $4,837+240.2% |
| Participant deferral / active EE | $12,559 | $6,356+97.6% | $5,568+125.6% | $6,341+98.1% |
| Admin fee / account holder | $3,811 | $19,811-80.8% | $16,237-76.5% | $12,309-69.0% |