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 | $329,192 | $183,519+79.4% | $155,509+111.7% | $145,922+125.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $7,338 | $5,313+38.1% | $4,672+57.0% | $4,660+57.5% |
| Participant deferral / active EE | $7,577 | $6,462+17.3% | $5,626+34.7% | $6,688+13.3% |
| Admin fee / account holder | $9,063 | $19,313-53.1% | $15,912-43.0% | $13,397-32.3% |