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 | $299,806 | $160,055+87.3% | $140,016+114.1% | $135,375+121.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.95% | 911.38%-908.4pp | 651.12%-648.2pp | 519.73%-516.8pp |
| Employer contribution / active EE | $4,203 | $6,420-34.5% | $5,606-25.0% | $4,779-12.0% |
| Participant deferral / active EE | $9,150 | $7,642+19.7% | $6,927+32.1% | $5,609+63.1% |
| Admin fee / account holder | $953 | $13,328-92.9% | $10,705-91.1% | $10,827-91.2% |