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 | $251,446 | $121,625+106.7% | $104,607+140.4% | $158,922+58.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.18% | 465.26%-458.1pp | 340.46%-333.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $3,632 | $3,163+14.8% | $2,681+35.5% | $4,761-23.7% |
| Participant deferral / active EE | $13,509 | $4,177+223.4% | $3,740+261.2% | $5,982+125.8% |
| Admin fee / account holder | $1,773 | $7,787-77.2% | $6,473-72.6% | $11,246-84.2% |