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 | $297,315 | $112,096+165.2% | $95,952+209.9% | $158,922+87.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.76% | 171.09%-154.3pp | 91.61%-74.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,690 | $3,198-15.9% | $2,541+5.9% | $4,761-43.5% |
| Participant deferral / active EE | $6,976 | $4,784+45.8% | $4,167+67.4% | $5,982+16.6% |
| Admin fee / account holder | $3,193 | $10,130-68.5% | $6,795-53.0% | $11,246-71.6% |