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 | $350,509 | $209,411+67.4% | $178,490+96.4% | $158,922+120.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.47% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $8,731 | $5,706+53.0% | $5,011+74.2% | $4,761+83.4% |
| Participant deferral / active EE | $6,760 | $5,954+13.5% | $5,202+30.0% | $5,982+13.0% |
| Admin fee / account holder | $337 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |