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 | $262,856 | $177,572+48.0% | $154,803+69.8% | $142,382+84.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.40% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,547 | $4,810+77.7% | $4,305+98.5% | $4,299+98.8% |
| Participant deferral / active EE | $3,507 | $6,272-44.1% | $5,540-36.7% | $6,507-46.1% |
| Admin fee / account holder | $12,772 | $16,786-23.9% | $14,329-10.9% | $12,624+1.2% |