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 | $276,635 | $107,334+157.7% | $92,893+197.8% | $152,861+81.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.90% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $10,766 | $4,221+155.0% | $3,653+194.7% | $4,762+126.1% |
| Participant deferral / active EE | $4,092 | $4,845-15.5% | $4,236-3.4% | $5,850-30.1% |
| Admin fee / account holder | $2,157 | $7,079-69.5% | $5,794-62.8% | $11,596-81.4% |