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 | $305,858 | $110,257+177.4% | $96,544+216.8% | $139,434+119.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.24% | 26.32%-11.1pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,433 | $3,620-32.8% | $2,965-17.9% | $4,751-48.8% |
| Participant deferral / active EE | $6,710 | $5,548+20.9% | $4,851+38.3% | $6,7100% |
| Admin fee / account holder | $2,074 | $11,591-82.1% | $8,252-74.9% | $11,403-81.8% |