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 | $336,520 | $179,726+87.2% | $156,263+115.4% | $142,382+136.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.85% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,333 | $5,069-34.2% | $4,333-23.1% | $4,299-22.5% |
| Participant deferral / active EE | $3,067 | $6,956-55.9% | $6,158-50.2% | $6,507-52.9% |
| Admin fee / account holder | $7,782 | $17,272-54.9% | $14,255-45.4% | $12,624-38.4% |