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 | $374,996 | $179,726+108.6% | $156,263+140.0% | $142,382+163.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.76% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,730 | $5,069-46.1% | $4,333-37.0% | $4,299-36.5% |
| Participant deferral / active EE | $2,293 | $6,956-67.0% | $6,158-62.8% | $6,507-64.8% |
| Admin fee / account holder | $20,450 | $17,272+18.4% | $14,255+43.5% | $12,624+62.0% |