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 | $319,456 | $165,335+93.2% | $149,696+113.4% | $158,922+101.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.58% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,403 | $5,103-72.5% | $4,644-69.8% | $4,761-70.5% |
| Participant deferral / active EE | $10,687 | $7,181+48.8% | $6,842+56.2% | $5,982+78.6% |
| Admin fee / account holder | $6,898 | $10,807-36.2% | $9,309-25.9% | $11,246-38.7% |