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 | $311,352 | $125,758+147.6% | $169,993+83.2% | $75,163+314.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.63% | 27.20%-9.6pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,986 | $4,615-13.6% | $6,785-41.3% | $2,670+49.3% |
| Participant deferral / active EE | $7,285 | $6,837+6.5% | $10,408-30.0% | $4,125+76.6% |
| Admin fee / account holder | $53,587 | $8,173+555.6% | $12,815+318.2% | $5,651+848.3% |