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 | $428,060 | $238,490+79.5% | $180,183+137.6% | $142,382+200.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.30% | 33.56%-18.3pp | 27.86%-12.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,029 | $6,143-50.7% | $5,039-39.9% | $4,299-29.5% |
| Participant deferral / active EE | $6,030 | $7,996-24.6% | $6,822-11.6% | $6,507-7.3% |
| Admin fee / account holder | $1,677 | $28,866-94.2% | $19,975-91.6% | $12,624-86.7% |