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 | $304,153 | $159,602+90.6% | $150,045+102.7% | $142,382+113.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.78% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,172 | $4,961-36.1% | $4,693-32.4% | $4,299-26.2% |
| Participant deferral / active EE | $6,470 | $8,310-22.1% | $7,997-19.1% | $6,507-0.6% |
| Admin fee / account holder | $2,377 | $14,846-84.0% | $13,435-82.3% | $12,624-81.2% |