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 | $362,855 | $165,984+118.6% | $164,813+120.2% | $145,922+148.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.16% | 100.03%-81.9pp | 69.93%-51.8pp | 561.29%-543.1pp |
| Employer contribution / active EE | $5,337 | $5,273+1.2% | $4,341+23.0% | $4,660+14.5% |
| Participant deferral / active EE | $8,252 | $6,959+18.6% | $6,031+36.8% | $6,688+23.4% |
| Admin fee / account holder | $2,929 | $16,648-82.4% | $12,690-76.9% | $13,397-78.1% |