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 | $332,800 | $112,096+196.9% | $95,952+246.8% | $158,922+109.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.39% | 171.09%-161.7pp | 91.61%-82.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $5,758 | $3,198+80.0% | $2,541+126.6% | $4,761+20.9% |
| Participant deferral / active EE | $7,732 | $4,784+61.6% | $4,167+85.6% | $5,982+29.3% |
| Admin fee / account holder | $5,446 | $10,130-46.2% | $6,795-19.9% | $11,246-51.6% |