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 | $289,096 | $74,888+286.0% | $71,209+306.0% | $142,382+103.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.57% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,782 | $2,854-37.6% | $2,721-34.5% | $4,299-58.6% |
| Participant deferral / active EE | $8,746 | $4,454+96.4% | $4,175+109.5% | $6,507+34.4% |
| Admin fee / account holder | $3,372 | $5,568-39.4% | $5,349-37.0% | $12,624-73.3% |