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 | $273,236 | $148,534+84.0% | $135,903+101.1% | $139,434+96.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.41% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,563 | $5,243-51.1% | $4,856-47.2% | $4,751-46.0% |
| Participant deferral / active EE | $21,350 | $8,100+163.6% | $7,758+175.2% | $6,710+218.2% |
| Admin fee / account holder | $11,850 | $12,400-4.4% | $10,762+10.1% | $11,403+3.9% |