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 | $262,465 | $183,519+43.0% | $155,509+68.8% | $145,922+79.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.00% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,617 | $5,313-50.7% | $4,672-44.0% | $4,660-43.8% |
| Participant deferral / active EE | $5,744 | $6,462-11.1% | $5,626+2.1% | $6,688-14.1% |
| Admin fee / account holder | $870 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |