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 | $376,236 | $112,096+235.6% | $95,952+292.1% | $158,922+136.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.41% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,576 | $3,198-50.7% | $2,541-38.0% | $4,761-66.9% |
| Participant deferral / active EE | $7,643 | $4,784+59.8% | $4,167+83.4% | $5,982+27.8% |
| Admin fee / account holder | $8,984 | $10,130-11.3% | $6,795+32.2% | $11,246-20.1% |