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 | $370,279 | $197,591+87.4% | $177,821+108.2% | $158,922+133.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.26% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,745 | $6,697-59.0% | $5,918-53.6% | $4,761-42.4% |
| Participant deferral / active EE | $9,365 | $8,405+11.4% | $7,714+21.4% | $5,982+56.5% |
| Admin fee / account holder | $53,575 | $15,399+247.9% | $12,427+331.1% | $11,246+376.4% |