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 | $376,495 | $117,983+219.1% | $101,794+269.9% | $142,382+164.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 36.45% | 36.92%-0.5pp | 30.53%+5.9pp | 217.08%-180.6pp |
| Employer contribution / active EE | $3,333 | $2,773+20.2% | $2,289+45.6% | $4,299-22.5% |
| Participant deferral / active EE | $6,481 | $4,714+37.5% | $4,084+58.7% | $6,507-0.4% |
| Admin fee / account holder | $4,810 | $10,433-53.9% | $8,777-45.2% | $12,624-61.9% |