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 | $312,731 | $95,266+228.3% | $82,389+279.6% | $142,382+119.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.58% | 25.74%-14.2pp | 28.67%-17.1pp | 217.08%-205.5pp |
| Employer contribution / active EE | $44,030 | $2,991+1372.0% | $2,517+1649.3% | $4,299+924.2% |
| Participant deferral / active EE | $23,289 | $4,809+384.3% | $4,155+460.6% | $6,507+257.9% |
| Admin fee / account holder | $4,891 | $8,563-42.9% | $7,231-32.4% | $12,624-61.3% |