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 | $319,372 | $96,484+231.0% | $75,886+320.9% | $152,861+108.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 31.63% | 33.98%-2.3pp | 30.76%+0.9pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,637 | $3,309-50.5% | $2,500-34.5% | $4,762-65.6% |
| Participant deferral / active EE | $7,887 | $4,553+73.2% | $3,603+118.9% | $5,850+34.8% |
| Admin fee / account holder | $6,267 | $8,078-22.4% | $5,418+15.7% | $11,596-46.0% |