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 | $292,284 | $185,822+57.3% | $169,993+71.9% | $139,434+109.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.04% | 60.50%-48.5pp | 53.37%-41.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $8,212 | $7,590+8.2% | $6,785+21.0% | $4,751+72.8% |
| Participant deferral / active EE | $9,045 | $11,622-22.2% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $15,000 | $15,381-2.5% | $12,815+17.0% | $11,403+31.6% |