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 3-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 | $297,968 | $214,378+39.0% | $200,582+48.6% | $142,382+109.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.97% | 46.41%-30.4pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,081 | $6,841-11.1% | $6,419-5.3% | $4,299+41.4% |
| Participant deferral / active EE | $16,845 | $9,865+70.8% | $9,331+80.5% | $6,507+158.9% |
| Admin fee / account holder | $64,493 | $17,692+264.5% | $16,305+295.5% | $12,624+410.9% |