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 | $404,172 | $185,822+117.5% | $169,993+137.8% | $139,434+189.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.86% | 60.50%-47.6pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,426 | $7,590-54.9% | $6,785-49.5% | $4,751-27.9% |
| Participant deferral / active EE | $5,716 | $11,622-50.8% | $10,408-45.1% | $6,710-14.8% |
| Admin fee / account holder | $14,756 | $15,381-4.1% | $12,815+15.1% | $11,403+29.4% |