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 | $281,695 | $118,849+137.0% | $96,562+191.7% | $167,490+68.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.28% | 50.49%-34.2pp | 37.78%-21.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,450 | $3,120+10.6% | $2,356+46.4% | $4,837-28.7% |
| Participant deferral / active EE | $4,105 | $4,616-11.1% | $3,849+6.7% | $6,341-35.3% |
| Admin fee / account holder | $6,607 | $8,065-18.1% | $6,181+6.9% | $12,309-46.3% |