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 | $352,905 | $165,984+112.6% | $164,813+114.1% | $145,922+141.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.89% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,626 | $5,273-69.2% | $4,341-62.5% | $4,660-65.1% |
| Participant deferral / active EE | $8,921 | $6,959+28.2% | $6,031+47.9% | $6,688+33.4% |
| Admin fee / account holder | $5,908 | $16,648-64.5% | $12,690-53.4% | $13,397-55.9% |