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 | $407,243 | $175,202+132.4% | $149,673+172.1% | $139,434+192.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.83% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $7,215 | $5,474+31.8% | $4,818+49.8% | $4,751+51.9% |
| Participant deferral / active EE | $7,708 | $6,519+18.2% | $5,680+35.7% | $6,710+14.9% |
| Admin fee / account holder | $5,840 | $16,150-63.8% | $13,210-55.8% | $11,403-48.8% |