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 | $277,730 | $183,519+51.3% | $155,509+78.6% | $145,922+90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,709 | $5,313-49.0% | $4,672-42.0% | $4,660-41.9% |
| Participant deferral / active EE | $7,714 | $6,462+19.4% | $5,626+37.1% | $6,688+15.3% |
| Admin fee / account holder | $22,178 | $19,313+14.8% | $15,912+39.4% | $13,397+65.5% |