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 | $300,467 | $209,411+43.5% | $178,490+68.3% | $158,922+89.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.05% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $10,585 | $5,706+85.5% | $5,011+111.3% | $4,761+122.3% |
| Participant deferral / active EE | $3,680 | $5,954-38.2% | $5,202-29.3% | $5,982-38.5% |
| Admin fee / account holder | $28,553 | $17,074+67.2% | $13,984+104.2% | $11,246+153.9% |