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 | $453,268 | $165,984+173.1% | $164,813+175.0% | $145,922+210.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.74% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,237 | $5,273-38.6% | $4,341-25.4% | $4,660-30.5% |
| Participant deferral / active EE | $6,975 | $6,959+0.2% | $6,031+15.6% | $6,688+4.3% |
| Admin fee / account holder | $15,580 | $16,648-6.4% | $12,690+22.8% | $13,397+16.3% |