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 | $306,863 | $209,832+46.2% | $189,513+61.9% | $167,490+83.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.98% | 748.27%-728.3pp | 555.15%-535.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $3,087 | $6,914-55.4% | $6,162-49.9% | $4,837-36.2% |
| Participant deferral / active EE | $7,445 | $8,935-16.7% | $8,221-9.4% | $6,341+17.4% |
| Admin fee / account holder | $1,789 | $14,293-87.5% | $12,045-85.1% | $12,309-85.5% |