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 | $260,966 | $175,202+49.0% | $149,673+74.4% | $139,434+87.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.33% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,738 | $5,474-68.2% | $4,818-63.9% | $4,751-63.4% |
| Participant deferral / active EE | $7,988 | $6,519+22.5% | $5,680+40.6% | $6,710+19.0% |
| Admin fee / account holder | $16,503 | $16,150+2.2% | $13,210+24.9% | $11,403+44.7% |