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 | $378,842 | $114,381+231.2% | $107,525+252.3% | $142,382+166.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.14% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,658 | $4,015-58.7% | $3,754-55.8% | $4,299-61.4% |
| Participant deferral / active EE | $7,829 | $5,564+40.7% | $5,116+53.0% | $6,507+20.3% |
| Admin fee / account holder | $6,843 | $9,860-30.6% | $8,919-23.3% | $12,624-45.8% |