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 | $386,266 | $183,519+110.5% | $155,509+148.4% | $145,922+164.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.88% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,052 | $5,313-42.6% | $4,672-34.7% | $4,660-34.5% |
| Participant deferral / active EE | $9,086 | $6,462+40.6% | $5,626+61.5% | $6,688+35.9% |
| Admin fee / account holder | $15,410 | $19,313-20.2% | $15,912-3.2% | $13,397+15.0% |