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 | $251,915 | $158,398+59.0% | $126,539+99.1% | $142,382+76.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.03% | 593.76%-580.7pp | 425.95%-412.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,797 | $4,650-18.3% | $3,674+3.3% | $4,299-11.7% |
| Participant deferral / active EE | $13,169 | $4,767+176.3% | $4,083+222.6% | $6,507+102.4% |
| Admin fee / account holder | $2,954 | $6,918-57.3% | $6,065-51.3% | $12,624-76.6% |