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 | $308,548 | $214,378+43.9% | $200,582+53.8% | $142,382+116.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.62% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,909 | $6,841-42.9% | $6,419-39.1% | $4,299-9.1% |
| Participant deferral / active EE | $24,120 | $9,865+144.5% | $9,331+158.5% | $6,507+270.7% |
| Admin fee / account holder | $14,078 | $17,692-20.4% | $16,305-13.7% | $12,624+11.5% |