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 | $398,125 | $214,378+85.7% | $200,582+98.5% | $142,382+179.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.92% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,243 | $6,841-52.6% | $6,419-49.5% | $4,299-24.6% |
| Participant deferral / active EE | $8,975 | $9,865-9.0% | $9,331-3.8% | $6,507+37.9% |
| Admin fee / account holder | $66,482 | $17,692+275.8% | $16,305+307.7% | $12,624+426.6% |