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 | $291,805 | $138,065+111.4% | $123,544+136.2% | $135,375+115.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.16% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $3,243 | $5,151-37.1% | $4,628-29.9% | $4,779-32.1% |
| Participant deferral / active EE | $8,465 | $6,799+24.5% | $6,426+31.7% | $5,609+50.9% |
| Admin fee / account holder | $10,073 | $10,916-7.7% | $9,284+8.5% | $10,827-7.0% |