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 | $312,579 | $217,402+43.8% | $185,823+68.2% | $167,490+86.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.14% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $5,245 | $5,873-10.7% | $5,167+1.5% | $4,837+8.4% |
| Participant deferral / active EE | $14,595 | $6,356+129.6% | $5,568+162.1% | $6,341+130.2% |
| Admin fee / account holder | $1,805 | $19,811-90.9% | $16,237-88.9% | $12,309-85.3% |