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 | $308,881 | $152,587+102.4% | $125,175+146.8% | $152,861+102.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.33% | 54.84%-31.5pp | 43.79%-20.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,679 | $4,946-66.1% | $3,865-56.6% | $4,762-64.7% |
| Participant deferral / active EE | $4,793 | $5,868-18.3% | $4,937-2.9% | $5,850-18.1% |
| Admin fee / account holder | $1,208 | $13,434-91.0% | $9,702-87.5% | $11,596-89.6% |