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 | $287,960 | $148,534+93.9% | $135,903+111.9% | $139,434+106.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.16% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,501 | $5,243-33.2% | $4,856-27.9% | $4,751-26.3% |
| Participant deferral / active EE | $14,558 | $8,100+79.7% | $7,758+87.7% | $6,710+117.0% |
| Admin fee / account holder | $6,370 | $12,400-48.6% | $10,762-40.8% | $11,403-44.1% |