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 | $317,188 | $227,553+39.4% | $189,557+67.3% | $167,490+89.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.74% | 78.40%-69.7pp | 64.17%-55.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $4,421 | $5,316-16.8% | $4,412+0.2% | $4,837-8.6% |
| Participant deferral / active EE | $11,020 | $7,002+57.4% | $6,174+78.5% | $6,341+73.8% |
| Admin fee / account holder | $949 | $11,878-92.0% | $9,807-90.3% | $12,309-92.3% |