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 | $322,783 | $124,319+159.6% | $111,297+190.0% | $167,490+92.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.73% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $6,179 | $3,435+79.9% | $2,731+126.3% | $4,837+27.7% |
| Participant deferral / active EE | $3,990 | $5,180-23.0% | $4,487-11.1% | $6,341-37.1% |
| Admin fee / account holder | $9,356 | $10,618-11.9% | $7,964+17.5% | $12,309-24.0% |