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 | $256,084 | $175,202+46.2% | $149,673+71.1% | $139,434+83.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.01% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,895 | $5,474-47.1% | $4,818-39.9% | $4,751-39.1% |
| Participant deferral / active EE | $7,949 | $6,519+21.9% | $5,680+40.0% | $6,710+18.5% |
| Admin fee / account holder | $3,375 | $16,150-79.1% | $13,210-74.5% | $11,403-70.4% |