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 | $294,972 | $217,402+35.7% | $185,823+58.7% | $167,490+76.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.15% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,686 | $5,873-20.2% | $5,167-9.3% | $4,837-3.1% |
| Participant deferral / active EE | $13,488 | $6,356+112.2% | $5,568+142.2% | $6,341+112.7% |
| Admin fee / account holder | $6,370 | $19,811-67.8% | $16,237-60.8% | $12,309-48.3% |