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 | $255,031 | $148,534+71.7% | $135,903+87.7% | $139,434+82.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.08% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $5,196 | $5,243-0.9% | $4,856+7.0% | $4,751+9.4% |
| Participant deferral / active EE | $14,035 | $8,100+73.3% | $7,758+80.9% | $6,710+109.2% |
| Admin fee / account holder | $1,633 | $12,400-86.8% | $10,762-84.8% | $11,403-85.7% |