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 | $350,952 | $159,602+119.9% | $150,045+133.9% | $142,382+146.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.86% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,245 | $4,961-14.4% | $4,693-9.5% | $4,299-1.3% |
| Participant deferral / active EE | $9,902 | $8,310+19.2% | $7,997+23.8% | $6,507+52.2% |
| Admin fee / account holder | $4,985 | $14,846-66.4% | $13,435-62.9% | $12,624-60.5% |