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 | $276,134 | $180,449+53.0% | $154,107+79.2% | $135,375+104.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.96% | 888.09%-880.1pp | 735.12%-727.2pp | 519.73%-511.8pp |
| Employer contribution / active EE | $4,519 | $6,035-25.1% | $5,298-14.7% | $4,779-5.4% |
| Participant deferral / active EE | $4,363 | $5,806-24.9% | $5,081-14.1% | $5,609-22.2% |
| Admin fee / account holder | $856 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |