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 | $347,520 | $210,648+65.0% | $177,989+95.2% | $145,922+138.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.96% | 385.86%-377.9pp | 294.48%-286.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $3,972 | $4,565-13.0% | $3,949+0.6% | $4,660-14.8% |
| Participant deferral / active EE | $4,794 | $6,958-31.1% | $6,276-23.6% | $6,688-28.3% |
| Admin fee / account holder | $8,375 | $12,013-30.3% | $10,363-19.2% | $13,397-37.5% |