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 | $279,669 | $209,411+33.6% | $178,490+56.7% | $158,922+76.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.09% | 188.75%-166.7pp | 151.07%-129.0pp | 302.83%-280.7pp |
| Employer contribution / active EE | $25,935 | $5,706+354.5% | $5,011+417.6% | $4,761+444.7% |
| Participant deferral / active EE | $14,219 | $5,954+138.8% | $5,202+173.3% | $5,982+137.7% |
| Admin fee / account holder | $1,084 | $17,074-93.7% | $13,984-92.2% | $11,246-90.4% |