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 | $367,610 | $217,402+69.1% | $185,823+97.8% | $167,490+119.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.44% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $20,177 | $5,873+243.5% | $5,167+290.5% | $4,837+317.1% |
| Participant deferral / active EE | $5,525 | $6,356-13.1% | $5,568-0.8% | $6,341-12.9% |
| Admin fee / account holder | $16,043 | $19,811-19.0% | $16,237-1.2% | $12,309+30.3% |