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 | $298,711 | $165,335+80.7% | $149,696+99.5% | $158,922+88.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.93% | 348.15%-313.2pp | 276.60%-241.7pp | 302.83%-267.9pp |
| Employer contribution / active EE | $2,878 | $5,103-43.6% | $4,644-38.0% | $4,761-39.5% |
| Participant deferral / active EE | $10,081 | $7,181+40.4% | $6,842+47.4% | $5,982+68.5% |
| Admin fee / account holder | $2,514 | $10,807-76.7% | $9,309-73.0% | $11,246-77.6% |