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 | $254,959 | $177,572+43.6% | $154,803+64.7% | $142,382+79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.45% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $8,710 | $4,810+81.1% | $4,305+102.3% | $4,299+102.6% |
| Participant deferral / active EE | $7,355 | $6,272+17.3% | $5,540+32.7% | $6,507+13.0% |
| Admin fee / account holder | $1,624 | $16,786-90.3% | $14,329-88.7% | $12,624-87.1% |