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 | $363,102 | $177,572+104.5% | $154,803+134.6% | $142,382+155.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.79% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,333 | $4,810-30.7% | $4,305-22.6% | $4,299-22.5% |
| Participant deferral / active EE | $9,299 | $6,272+48.3% | $5,540+67.8% | $6,507+42.9% |
| Admin fee / account holder | $1,267 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |