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 | $269,964 | $209,411+28.9% | $178,490+51.2% | $158,922+69.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.19% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $10,990 | $5,706+92.6% | $5,011+119.3% | $4,761+130.8% |
| Participant deferral / active EE | $7,647 | $5,954+28.4% | $5,202+47.0% | $5,982+27.8% |
| Admin fee / account holder | $13,533 | $17,074-20.7% | $13,984-3.2% | $11,246+20.3% |