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 | $297,815 | $197,591+50.7% | $177,821+67.5% | $158,922+87.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.66% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $7,298 | $6,697+9.0% | $5,918+23.3% | $4,761+53.3% |
| Participant deferral / active EE | $19,150 | $8,405+127.8% | $7,714+148.3% | $5,982+220.1% |
| Admin fee / account holder | $327 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |