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 | $360,762 | $227,553+58.5% | $189,557+90.3% | $167,490+115.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.98% | 78.40%-59.4pp | 64.17%-45.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $8,086 | $5,316+52.1% | $4,412+83.2% | $4,837+67.1% |
| Participant deferral / active EE | $7,568 | $7,002+8.1% | $6,174+22.6% | $6,341+19.3% |
| Admin fee / account holder | $6,495 | $11,878-45.3% | $9,807-33.8% | $12,309-47.2% |