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 | $357,755 | $165,984+115.5% | $164,813+117.1% | $145,922+145.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.88% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,530 | $5,273-33.1% | $4,341-18.7% | $4,660-24.3% |
| Participant deferral / active EE | $6,683 | $6,959-4.0% | $6,031+10.8% | $6,688-0.1% |
| Admin fee / account holder | $47,898 | $16,648+187.7% | $12,690+277.5% | $13,397+257.5% |