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 | $303,308 | $175,202+73.1% | $149,673+102.6% | $139,434+117.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.38% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,151 | $5,474-79.0% | $4,818-76.1% | $4,751-75.8% |
| Participant deferral / active EE | $6,712 | $6,519+3.0% | $5,680+18.2% | $6,7100% |
| Admin fee / account holder | $83,515 | $16,150+417.1% | $13,210+532.2% | $11,403+632.4% |