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 | $315,000 | $217,402+44.9% | $185,823+69.5% | $167,490+88.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.04% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,891 | $5,873-33.8% | $5,167-24.7% | $4,837-19.6% |
| Participant deferral / active EE | $13,900 | $6,356+118.7% | $5,568+149.6% | $6,341+119.2% |
| Admin fee / account holder | $1,236 | $19,811-93.8% | $16,237-92.4% | $12,309-90.0% |