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 | $354,123 | $133,922+164.4% | $116,228+204.7% | $142,382+148.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.40% | 147.76%-132.4pp | 90.06%-74.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,702 | $3,446-21.6% | $2,994-9.8% | $4,299-37.1% |
| Participant deferral / active EE | $13,051 | $5,672+130.1% | $4,953+163.5% | $6,507+100.6% |
| Admin fee / account holder | $7,675 | $14,945-48.6% | $11,989-36.0% | $12,624-39.2% |