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 | $370,984 | $117,841+214.8% | $102,423+262.2% | $145,922+154.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.63% | 31.65%-13.0pp | 29.32%-10.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $8,363 | $3,615+131.4% | $3,023+176.6% | $4,660+79.5% |
| Participant deferral / active EE | $6,399 | $5,731+11.7% | $5,053+26.6% | $6,688-4.3% |
| Admin fee / account holder | $7,273 | $13,326-45.4% | $9,451-23.0% | $13,397-45.7% |