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 | $311,637 | $183,519+69.8% | $155,509+100.4% | $145,922+113.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.20% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,815 | $5,313-9.4% | $4,672+3.0% | $4,660+3.3% |
| Participant deferral / active EE | $6,267 | $6,462-3.0% | $5,626+11.4% | $6,688-6.3% |
| Admin fee / account holder | $1,212 | $19,313-93.7% | $15,912-92.4% | $13,397-91.0% |