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 | $344,418 | $148,534+131.9% | $135,903+153.4% | $139,434+147.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.09% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,222 | $5,243-57.6% | $4,856-54.2% | $4,751-53.2% |
| Participant deferral / active EE | $19,475 | $8,100+140.4% | $7,758+151.0% | $6,710+190.2% |
| Admin fee / account holder | $2,763 | $12,400-77.7% | $10,762-74.3% | $11,403-75.8% |