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 | $336,845 | $198,466+69.7% | $170,442+97.6% | $147,584+128.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.29% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $13,397 | $6,184+116.7% | $5,433+146.6% | $4,876+174.7% |
| Participant deferral / active EE | $5,725 | $5,629+1.7% | $4,939+15.9% | $5,439+5.3% |
| Admin fee / account holder | $17,211 | $16,852+2.1% | $13,880+24.0% | $10,885+58.1% |