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 | $257,894 | $107,334+140.3% | $92,893+177.6% | $152,861+68.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.50% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,742 | $4,221-11.3% | $3,653+2.4% | $4,762-21.4% |
| Participant deferral / active EE | $11,153 | $4,845+130.2% | $4,236+163.3% | $5,850+90.6% |
| Admin fee / account holder | $10,013 | $7,079+41.4% | $5,794+72.8% | $11,596-13.7% |