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 | $307,595 | $148,534+107.1% | $135,903+126.3% | $139,434+120.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.51% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,285 | $5,243-37.3% | $4,856-32.4% | $4,751-30.9% |
| Participant deferral / active EE | $13,741 | $8,100+69.6% | $7,758+77.1% | $6,710+104.8% |
| Admin fee / account holder | $6,922 | $12,400-44.2% | $10,762-35.7% | $11,403-39.3% |