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 | $310,606 | $115,770+168.3% | $101,248+206.8% | $158,922+95.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.02% | 56.14%-43.1pp | 46.47%-33.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,337 | $4,175-44.0% | $3,660-36.1% | $4,761-50.9% |
| Participant deferral / active EE | $2,670 | $4,957-46.1% | $4,370-38.9% | $5,982-55.4% |
| Admin fee / account holder | $17,513 | $7,245+141.7% | $5,945+194.6% | $11,246+55.7% |