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 | $276,015 | $175,202+57.5% | $149,673+84.4% | $139,434+98.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,299 | $5,474-3.2% | $4,818+10.0% | $4,751+11.5% |
| Participant deferral / active EE | $16,624 | $6,519+155.0% | $5,680+192.7% | $6,710+147.7% |
| Admin fee / account holder | $973 | $16,150-94.0% | $13,210-92.6% | $11,403-91.5% |