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 | $511,868 | $157,256+225.5% | $141,162+262.6% | $152,861+234.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.08% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $10,264 | $5,261+95.1% | $4,735+116.8% | $4,762+115.5% |
| Participant deferral / active EE | $8,585 | $7,109+20.8% | $6,709+28.0% | $5,850+46.7% |
| Admin fee / account holder | $6,201 | $12,120-48.8% | $10,261-39.6% | $11,596-46.5% |