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 | $399,434 | $214,378+86.3% | $200,582+99.1% | $142,382+180.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.86% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,516 | $6,841-63.2% | $6,419-60.8% | $4,299-41.5% |
| Participant deferral / active EE | $7,053 | $9,865-28.5% | $9,331-24.4% | $6,507+8.4% |
| Admin fee / account holder | $10,363 | $17,692-41.4% | $16,305-36.4% | $12,624-17.9% |