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 | $292,050 | $135,952+114.8% | $123,892+135.7% | $273,961+6.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.67% | 56.63%-49.0pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,082 | $5,170-21.0% | $4,617-11.6% | $4,869-16.2% |
| Participant deferral / active EE | $4,849 | $6,343-23.5% | $5,984-19.0% | $5,287-8.3% |
| Admin fee / account holder | $4,993 | $9,817-49.1% | $8,357-40.2% | $10,132-50.7% |