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 | $300,308 | $154,117+94.9% | $129,995+131.0% | $139,434+115.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.68% | 32.48%-11.8pp | -137.18%+157.9pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,088 | $5,289-22.7% | $4,320-5.4% | $4,751-14.0% |
| Participant deferral / active EE | $7,260 | $6,710+8.2% | $5,820+24.7% | $6,710+8.2% |
| Admin fee / account holder | $10,615 | $14,007-24.2% | $10,6140% | $11,403-6.9% |