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 | $323,369 | $202,432+59.7% | $169,368+90.9% | $139,434+131.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.58% | 531.74%-513.2pp | 405.60%-387.0pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,160 | $4,692-75.3% | $4,013-71.1% | $4,751-75.6% |
| Participant deferral / active EE | $6,904 | $6,938-0.5% | $6,221+11.0% | $6,710+2.9% |
| Admin fee / account holder | $25,412 | $10,708+137.3% | $9,003+182.3% | $11,403+122.9% |