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 | $332,862 | $114,381+191.0% | $107,525+209.6% | $142,382+133.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,247 | $4,015+80.5% | $3,754+93.1% | $4,299+68.6% |
| Participant deferral / active EE | $5,155 | $5,564-7.4% | $5,116+0.8% | $6,507-20.8% |
| Admin fee / account holder | $33,512 | $9,860+239.9% | $8,919+275.8% | $12,624+165.5% |