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 | $250,445 | $198,466+26.2% | $170,442+46.9% | $147,584+69.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.31% | 257.29%-235.0pp | 205.93%-183.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,510 | $6,184-75.6% | $5,433-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $10,324 | $5,629+83.4% | $4,939+109.0% | $5,439+89.8% |
| Admin fee / account holder | $3,632 | $16,852-78.4% | $13,880-73.8% | $10,885-66.6% |