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 | $250,364 | $175,202+42.9% | $149,673+67.3% | $139,434+79.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.66% | 166.71%-154.0pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $14,961 | $5,474+173.3% | $4,818+210.5% | $4,751+214.9% |
| Participant deferral / active EE | $14,808 | $6,519+127.2% | $5,680+160.7% | $6,710+120.7% |
| Admin fee / account holder | $3,188 | $16,150-80.3% | $13,210-75.9% | $11,403-72.0% |