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 | $303,092 | $214,378+41.4% | $200,582+51.1% | $142,382+112.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.50% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,079 | $6,841-25.8% | $6,419-20.9% | $4,299+18.1% |
| Participant deferral / active EE | $11,260 | $9,865+14.1% | $9,331+20.7% | $6,507+73.0% |
| Admin fee / account holder | $5,557 | $17,692-68.6% | $16,305-65.9% | $12,624-56.0% |