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 | $365,807 | $85,766+326.5% | $136,294+168.4% | $70,131+421.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.70% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $9,471 | $2,966+219.3% | $4,695+101.7% | $2,342+304.3% |
| Participant deferral / active EE | $2,861 | $5,051-43.4% | $6,247-54.2% | $3,332-14.1% |
| Admin fee / account holder | $3,814 | $5,420-29.6% | $9,243-58.7% | $4,645-17.9% |