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 | $267,259 | $209,411+27.6% | $178,490+49.7% | $158,922+68.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.67% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $11,293 | $5,706+97.9% | $5,011+125.4% | $4,761+137.2% |
| Participant deferral / active EE | $8,300 | $5,954+39.4% | $5,202+59.6% | $5,982+38.7% |
| Admin fee / account holder | $2,335 | $17,074-86.3% | $13,984-83.3% | $11,246-79.2% |