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 | $381,042 | $114,381+233.1% | $107,525+254.4% | $142,382+167.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.56% | 242.71%-224.1pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,063 | $4,015-23.7% | $3,754-18.4% | $4,299-28.8% |
| Participant deferral / active EE | $21,820 | $5,564+292.1% | $5,116+326.5% | $6,507+235.3% |
| Admin fee / account holder | $43,285 | $9,860+339.0% | $8,919+385.3% | $12,624+242.9% |