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 | $350,225 | $114,381+206.2% | $107,525+225.7% | $142,382+146.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.50% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,543 | $4,015+13.1% | $3,754+21.0% | $4,299+5.7% |
| Participant deferral / active EE | $4,300 | $5,564-22.7% | $5,116-15.9% | $6,507-33.9% |
| Admin fee / account holder | $87,575 | $9,860+788.2% | $8,919+881.9% | $12,624+593.7% |