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 | $424,610 | $148,534+185.9% | $135,903+212.4% | $139,434+204.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.24% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,950 | $5,243-43.7% | $4,856-39.2% | $4,751-37.9% |
| Participant deferral / active EE | $12,274 | $8,100+51.5% | $7,758+58.2% | $6,710+82.9% |
| Admin fee / account holder | $7,340 | $12,400-40.8% | $10,762-31.8% | $11,403-35.6% |