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 3-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 | $256,924 | $185,822+38.3% | $169,993+51.1% | $139,434+84.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,816 | $7,590-49.7% | $6,785-43.8% | $4,751-19.7% |
| Participant deferral / active EE | $7,158 | $11,622-38.4% | $10,408-31.2% | $6,710+6.7% |
| Admin fee / account holder | $353 | $15,381-97.7% | $12,815-97.2% | $11,403-96.9% |