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 | $336,094 | $111,754+200.7% | $103,333+225.3% | $145,922+130.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.97% | 24.77%-4.8pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,072 | $4,212-50.8% | $3,868-46.4% | $4,660-55.5% |
| Participant deferral / active EE | $5,002 | $5,619-11.0% | $5,057-1.1% | $6,688-25.2% |
| Admin fee / account holder | $2,075 | $9,750-78.7% | $8,355-75.2% | $13,397-84.5% |