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 | $488,404 | $114,381+327.0% | $107,525+354.2% | $142,382+243.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.17% | 242.71%-230.5pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,705 | $4,015-57.5% | $3,754-54.6% | $4,299-60.4% |
| Participant deferral / active EE | $17,460 | $5,564+213.8% | $5,116+241.3% | $6,507+168.3% |
| Admin fee / account holder | $12,917 | $9,860+31.0% | $8,919+44.8% | $12,624+2.3% |