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 | $386,265 | $175,202+120.5% | $149,673+158.1% | $139,434+177.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.44% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,163 | $5,474-60.5% | $4,818-55.1% | $4,751-54.5% |
| Participant deferral / active EE | $4,771 | $6,519-26.8% | $5,680-16.0% | $6,710-28.9% |
| Admin fee / account holder | $13,701 | $16,150-15.2% | $13,210+3.7% | $11,403+20.2% |