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 | $278,683 | $209,411+33.1% | $178,490+56.1% | $158,922+75.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.04% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $8,656 | $5,706+51.7% | $5,011+72.8% | $4,761+81.8% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $224,791 | $17,074+1216.5% | $13,984+1507.5% | $11,246+1898.9% |