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 | $303,632 | $99,918+203.9% | $81,382+273.1% | $145,922+108.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 34.32%-26.4pp | 24.73%-16.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,811 | $2,978-39.2% | $2,463-26.4% | $4,660-61.1% |
| Participant deferral / active EE | $6,778 | $4,605+47.2% | $3,883+74.5% | $6,688+1.3% |
| Admin fee / account holder | $3,786 | $8,212-53.9% | $5,768-34.4% | $13,397-71.7% |