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 | $317,015 | $107,334+195.4% | $92,893+241.3% | $152,861+107.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.95% | 145.58%-128.6pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $5,714 | $4,221+35.4% | $3,653+56.4% | $4,762+20.0% |
| Participant deferral / active EE | $9,707 | $4,845+100.4% | $4,236+129.2% | $5,850+65.9% |
| Admin fee / account holder | $3,484 | $7,079-50.8% | $5,794-39.9% | $11,596-70.0% |