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 | $329,515 | $162,781+102.4% | $133,956+146.0% | $158,922+107.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.83% | 41.94%-28.1pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $5,000 | $4,975+0.5% | $3,919+27.6% | $4,761+5.0% |
| Participant deferral / active EE | $7,191 | $5,911+21.7% | $5,048+42.5% | $5,982+20.2% |
| Admin fee / account holder | $2,436 | $11,736-79.2% | $8,927-72.7% | $11,246-78.3% |