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 | $348,320 | $214,378+62.5% | $200,582+73.7% | $142,382+144.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.62% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,270 | $6,841-8.3% | $6,419-2.3% | $4,299+45.9% |
| Participant deferral / active EE | $7,866 | $9,865-20.3% | $9,331-15.7% | $6,507+20.9% |
| Admin fee / account holder | $7,655 | $17,692-56.7% | $16,305-53.1% | $12,624-39.4% |