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 | $372,930 | $197,591+88.7% | $177,821+109.7% | $158,922+134.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.52% | 58.76%-46.2pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,447 | $6,697-48.5% | $5,918-41.8% | $4,761-27.6% |
| Participant deferral / active EE | $13,556 | $8,405+61.3% | $7,714+75.7% | $5,982+126.6% |
| Admin fee / account holder | $2,792 | $15,399-81.9% | $12,427-77.5% | $11,246-75.2% |