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 | $353,289 | $126,574+179.1% | $106,213+232.6% | $145,922+142.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.52% | 224.79%-210.3pp | 116.14%-101.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,154 | $3,730-15.4% | $3,171-0.5% | $4,660-32.3% |
| Participant deferral / active EE | $7,058 | $5,724+23.3% | $5,016+40.7% | $6,688+5.5% |
| Admin fee / account holder | $2,461 | $17,304-85.8% | $11,033-77.7% | $13,397-81.6% |