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 | $300,825 | $157,256+91.3% | $141,162+113.1% | $152,861+96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.98% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,185 | $5,261-39.5% | $4,735-32.7% | $4,762-33.1% |
| Participant deferral / active EE | $7,335 | $7,109+3.2% | $6,709+9.3% | $5,850+25.4% |
| Admin fee / account holder | $5,632 | $12,120-53.5% | $10,261-45.1% | $11,596-51.4% |