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 | $423,744 | $183,519+130.9% | $155,509+172.5% | $145,922+190.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,830 | $5,313-9.1% | $4,672+3.4% | $4,660+3.7% |
| Participant deferral / active EE | $6,825 | $6,462+5.6% | $5,626+21.3% | $6,688+2.1% |
| Admin fee / account holder | $2,405 | $19,313-87.5% | $15,912-84.9% | $13,397-82.0% |