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 | $405,132 | $106,515+280.4% | $96,683+319.0% | $139,434+190.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.04% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,153 | $4,103-23.2% | $3,737-15.6% | $4,751-33.6% |
| Participant deferral / active EE | $4,658 | $5,454-14.6% | $4,878-4.5% | $6,710-30.6% |
| Admin fee / account holder | $8,365 | $7,877+6.2% | $6,730+24.3% | $11,403-26.6% |