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 | $331,426 | $107,934+207.1% | $91,989+260.3% | $152,861+116.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.48% | 89.24%-67.8pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,572 | $4,210-38.9% | $3,452-25.5% | $4,762-46.0% |
| Participant deferral / active EE | $11,438 | $6,364+79.7% | $5,923+93.1% | $5,850+95.5% |
| Admin fee / account holder | $2,465 | $10,520-76.6% | $7,743-68.2% | $11,596-78.7% |