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 | $294,195 | $90,348+225.6% | $75,972+287.2% | $145,922+101.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.16% | 620.88%-608.7pp | 359.55%-347.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,714 | $3,311-48.2% | $2,685-36.2% | $4,660-63.2% |
| Participant deferral / active EE | $5,625 | $5,162+9.0% | $4,255+32.2% | $6,688-15.9% |
| Admin fee / account holder | $2,506 | $8,467-70.4% | $6,467-61.2% | $13,397-81.3% |