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 | $299,367 | $165,984+80.4% | $164,813+81.6% | $145,922+105.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.20% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,303 | $5,273+0.6% | $4,341+22.2% | $4,660+13.8% |
| Participant deferral / active EE | $3,234 | $6,959-53.5% | $6,031-46.4% | $6,688-51.6% |
| Admin fee / account holder | $2,133 | $16,648-87.2% | $12,690-83.2% | $13,397-84.1% |