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 | $281,497 | $209,411+34.4% | $178,490+57.7% | $158,922+77.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.57% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $28,541 | $5,706+400.2% | $5,011+469.6% | $4,761+499.5% |
| Participant deferral / active EE | $10,650 | $5,954+78.9% | $5,202+104.7% | $5,982+78.0% |
| Admin fee / account holder | $19,088 | $17,074+11.8% | $13,984+36.5% | $11,246+69.7% |