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 | $314,805 | $95,266+230.4% | $82,389+282.1% | $142,382+121.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.04% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,684 | $2,991-43.7% | $2,517-33.1% | $4,299-60.8% |
| Participant deferral / active EE | $3,185 | $4,809-33.8% | $4,155-23.3% | $6,507-51.1% |
| Admin fee / account holder | $5,398 | $8,563-37.0% | $7,231-25.4% | $12,624-57.2% |