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 | $333,402 | $99,877+233.8% | $84,966+292.4% | $145,922+128.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 83.76%-74.8pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,152 | $3,231-2.4% | $2,727+15.6% | $4,660-32.3% |
| Participant deferral / active EE | $6,286 | $5,291+18.8% | $4,519+39.1% | $6,688-6.0% |
| Admin fee / account holder | $18,344 | $7,248+153.1% | $6,149+198.3% | $13,397+36.9% |