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 | $298,217 | $232,540+28.2% | $185,117+61.1% | $147,584+102.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.17% | 43.03%-30.9pp | 40.50%-28.3pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,897 | $5,195-44.2% | $4,182-30.7% | $4,876-40.6% |
| Participant deferral / active EE | $7,615 | $5,834+30.5% | $5,045+50.9% | $5,439+40.0% |
| Admin fee / account holder | $2,916 | $10,275-71.6% | $8,159-64.3% | $10,885-73.2% |