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 | $396,405 | $228,332+73.6% | $185,823+113.3% | $158,922+149.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.47% | 40.80%-23.3pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,536 | $4,967-69.1% | $4,087-62.4% | $4,761-67.7% |
| Participant deferral / active EE | $16,515 | $6,415+157.5% | $5,632+193.2% | $5,982+176.1% |
| Admin fee / account holder | $3,190 | $11,864-73.1% | $9,500-66.4% | $11,246-71.6% |