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 | $285,168 | $217,402+31.2% | $185,823+53.5% | $167,490+70.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.62% | 148.36%-138.7pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $5,839 | $5,873-0.6% | $5,167+13.0% | $4,837+20.7% |
| Participant deferral / active EE | $10,202 | $6,356+60.5% | $5,568+83.2% | $6,341+60.9% |
| Admin fee / account holder | $2,027 | $19,811-89.8% | $16,237-87.5% | $12,309-83.5% |