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 | $462,839 | $114,381+304.6% | $107,525+330.4% | $142,382+225.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.05% | 242.71%-214.7pp | 181.32%-153.3pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,574 | $4,015-35.9% | $3,754-31.4% | $4,299-40.1% |
| Participant deferral / active EE | $16,475 | $5,564+196.1% | $5,116+222.1% | $6,507+153.2% |
| Admin fee / account holder | $3,692 | $9,860-62.6% | $8,919-58.6% | $12,624-70.8% |