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 | $270,343 | $177,572+52.2% | $154,803+74.6% | $142,382+89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 35.17% | 65.07%-29.9pp | 58.88%-23.7pp | 217.08%-181.9pp |
| Employer contribution / active EE | $4,685 | $4,810-2.6% | $4,305+8.8% | $4,299+9.0% |
| Participant deferral / active EE | $7,265 | $6,272+15.8% | $5,540+31.1% | $6,507+11.6% |
| Admin fee / account holder | $266,025 | $16,786+1484.8% | $14,329+1756.5% | $12,624+2007.3% |