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 | $309,274 | $165,984+86.3% | $164,813+87.7% | $145,922+111.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.72% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,664 | $5,273-30.5% | $4,341-15.6% | $4,660-21.4% |
| Participant deferral / active EE | $12,813 | $6,959+84.1% | $6,031+112.4% | $6,688+91.6% |
| Admin fee / account holder | $59,893 | $16,648+259.8% | $12,690+372.0% | $13,397+347.1% |