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 | $390,021 | $96,484+304.2% | $75,886+414.0% | $152,861+155.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.04% | 33.98%-11.9pp | 30.76%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,222 | $3,309+118.2% | $2,500+188.8% | $4,762+51.7% |
| Participant deferral / active EE | $10,775 | $4,553+136.7% | $3,603+199.1% | $5,850+84.2% |
| Admin fee / account holder | $4,079 | $8,078-49.5% | $5,418-24.7% | $11,596-64.8% |