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 | $250,908 | $209,411+19.8% | $178,490+40.6% | $158,922+57.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.89% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $9,263 | $5,706+62.3% | $5,011+84.9% | $4,761+94.6% |
| Participant deferral / active EE | $10,726 | $5,954+80.1% | $5,202+106.2% | $5,982+79.3% |
| Admin fee / account holder | $7,611 | $17,074-55.4% | $13,984-45.6% | $11,246-32.3% |