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 | $334,888 | $127,777+162.1% | $106,548+214.3% | $167,490+99.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.80% | 33.87%-14.1pp | 26.80%-7.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,586 | $3,427-53.7% | $2,819-43.7% | $4,837-67.2% |
| Participant deferral / active EE | $3,855 | $5,087-24.2% | $4,398-12.4% | $6,341-39.2% |
| Admin fee / account holder | $19,034 | $11,228+69.5% | $7,407+157.0% | $12,309+54.6% |