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 | $346,579 | $111,754+210.1% | $103,333+235.4% | $145,922+137.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 42.66% | 24.77%+17.9pp | 24.88%+17.8pp | 561.29%-518.6pp |
| Employer contribution / active EE | $4,745 | $4,212+12.6% | $3,868+22.7% | $4,660+1.8% |
| Participant deferral / active EE | $16,225 | $5,619+188.8% | $5,057+220.8% | $6,688+142.6% |
| Admin fee / account holder | $2,810 | $9,750-71.2% | $8,355-66.4% | $13,397-79.0% |