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 | $361,575 | $102,966+251.2% | $90,281+300.5% | $152,861+136.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.86% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,754 | $3,139-12.2% | $2,854-3.5% | $4,762-42.2% |
| Participant deferral / active EE | $9,979 | $4,281+133.1% | $3,885+156.8% | $5,850+70.6% |
| Admin fee / account holder | $8,511 | $6,171+37.9% | $5,351+59.0% | $11,596-26.6% |