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 | $327,907 | $112,096+192.5% | $95,952+241.7% | $158,922+106.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.18% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,285 | $3,198-59.8% | $2,541-49.4% | $4,761-73.0% |
| Participant deferral / active EE | $5,570 | $4,784+16.4% | $4,167+33.7% | $5,982-6.9% |
| Admin fee / account holder | $55,427 | $10,130+447.1% | $6,795+715.6% | $11,246+392.9% |