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 | $255,663 | $210,648+21.4% | $177,989+43.6% | $145,922+75.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.19% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $11,570 | $4,565+153.5% | $3,949+193.0% | $4,660+148.3% |
| Participant deferral / active EE | $10,178 | $6,958+46.3% | $6,276+62.2% | $6,688+52.2% |
| Admin fee / account holder | $2,442 | $12,013-79.7% | $10,363-76.4% | $13,397-81.8% |