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 | $302,116 | $185,822+62.6% | $169,993+77.7% | $139,434+116.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.13% | 60.50%-45.4pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,800 | $7,590-63.1% | $6,785-58.7% | $4,751-41.1% |
| Participant deferral / active EE | $16,700 | $11,622+43.7% | $10,408+60.5% | $6,710+148.9% |
| Admin fee / account holder | $2,220 | $15,381-85.6% | $12,815-82.7% | $11,403-80.5% |