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 | $453,004 | $127,065+256.5% | $113,168+300.3% | $142,382+218.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.37% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,980 | $3,442-13.4% | $2,975+0.2% | $4,299-30.7% |
| Participant deferral / active EE | $12,383 | $5,716+116.6% | $5,107+142.5% | $6,507+90.3% |
| Admin fee / account holder | $14,807 | $15,736-5.9% | $12,068+22.7% | $12,624+17.3% |