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 | $287,422 | $159,602+80.1% | $150,045+91.6% | $142,382+101.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.40% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,793 | $4,961-63.9% | $4,693-61.8% | $4,299-58.3% |
| Participant deferral / active EE | $3,990 | $8,310-52.0% | $7,997-50.1% | $6,507-38.7% |
| Admin fee / account holder | $41,184 | $14,846+177.4% | $13,435+206.6% | $12,624+226.2% |