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 | $306,145 | $209,411+46.2% | $178,490+71.5% | $158,922+92.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.45% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $13,713 | $5,706+140.3% | $5,011+173.7% | $4,761+188.0% |
| Participant deferral / active EE | $6,637 | $5,954+11.5% | $5,202+27.6% | $5,982+10.9% |
| Admin fee / account holder | $1,027 | $17,074-94.0% | $13,984-92.7% | $11,246-90.9% |