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 | $376,110 | $210,648+78.5% | $177,989+111.3% | $145,922+157.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.36% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,112 | $4,565-75.6% | $3,949-71.8% | $4,660-76.1% |
| Participant deferral / active EE | $17,200 | $6,958+147.2% | $6,276+174.1% | $6,688+157.2% |
| Admin fee / account holder | $3,577 | $12,013-70.2% | $10,363-65.5% | $13,397-73.3% |