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 | $343,000 | $148,534+130.9% | $135,903+152.4% | $139,434+146.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $8,734 | $5,243+66.6% | $4,856+79.8% | $4,751+83.8% |
| Participant deferral / active EE | $8,915 | $8,100+10.1% | $7,758+14.9% | $6,710+32.9% |
| Admin fee / account holder | $5,767 | $12,400-53.5% | $10,762-46.4% | $11,403-49.4% |