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 | $329,830 | $165,984+98.7% | $164,813+100.1% | $145,922+126.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.86% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,727 | $5,273+8.6% | $4,341+31.9% | $4,660+22.9% |
| Participant deferral / active EE | $17,704 | $6,959+154.4% | $6,031+193.5% | $6,688+164.7% |
| Admin fee / account holder | $2,170 | $16,648-87.0% | $12,690-82.9% | $13,397-83.8% |