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 | $343,268 | $152,587+125.0% | $125,175+174.2% | $152,861+124.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.36% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,406 | $4,946-51.4% | $3,865-37.8% | $4,762-49.5% |
| Participant deferral / active EE | $17,377 | $5,868+196.1% | $4,937+252.0% | $5,850+197.0% |
| Admin fee / account holder | $4,275 | $13,434-68.2% | $9,702-55.9% | $11,596-63.1% |