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 | $289,305 | $152,587+89.6% | $125,175+131.1% | $152,861+89.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.69% | 54.84%-43.1pp | 43.79%-32.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $3,516 | $4,946-28.9% | $3,865-9.0% | $4,762-26.2% |
| Participant deferral / active EE | $11,754 | $5,868+100.3% | $4,937+138.1% | $5,850+100.9% |
| Admin fee / account holder | $2,318 | $13,434-82.7% | $9,702-76.1% | $11,596-80.0% |