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 9-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 | $329,807 | $163,101+102.2% | $136,749+141.2% | $142,382+131.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.08% | 27.54%-13.5pp | 24.33%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,300 | $4,117-44.1% | $3,400-32.4% | $4,299-46.5% |
| Participant deferral / active EE | $3,514 | $5,585-37.1% | $4,692-25.1% | $6,507-46.0% |
| Admin fee / account holder | $4,156 | $14,318-71.0% | $11,386-63.5% | $12,624-67.1% |