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 | $354,502 | $176,812+100.5% | $146,665+141.7% | $167,490+111.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.65% | 24.03%-14.4pp | 22.74%-13.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,626 | $5,160-68.5% | $4,136-60.7% | $4,837-66.4% |
| Participant deferral / active EE | $7,877 | $6,440+22.3% | $5,506+43.1% | $6,341+24.2% |
| Admin fee / account holder | $2,367 | $13,259-82.1% | $10,280-77.0% | $12,309-80.8% |