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 | $392,033 | $148,534+163.9% | $135,903+188.5% | $139,434+181.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,355 | $5,243-55.1% | $4,856-51.5% | $4,751-50.4% |
| Participant deferral / active EE | $4,710 | $8,100-41.9% | $7,758-39.3% | $6,710-29.8% |
| Admin fee / account holder | $10,594 | $12,400-14.6% | $10,762-1.6% | $11,403-7.1% |