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 | $368,387 | $112,881+226.3% | $90,951+305.0% | $158,922+131.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.69% | 215.79%-204.1pp | 134.60%-122.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,276 | $2,893-55.9% | $2,122-39.9% | $4,761-73.2% |
| Participant deferral / active EE | $1,795 | $4,128-56.5% | $3,373-46.8% | $5,982-70.0% |
| Admin fee / account holder | $2,385 | $8,041-70.3% | $5,959-60.0% | $11,246-78.8% |