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 | $367,525 | $175,202+109.8% | $149,673+145.6% | $139,434+163.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $16,161 | $5,474+195.2% | $4,818+235.5% | $4,751+240.2% |
| Participant deferral / active EE | $8,399 | $6,519+28.8% | $5,680+47.9% | $6,710+25.2% |
| Admin fee / account holder | $3,229 | $16,150-80.0% | $13,210-75.6% | $11,403-71.7% |