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 | $283,267 | $176,812+60.2% | $146,665+93.1% | $167,490+69.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.30% | 24.03%-12.7pp | 22.74%-11.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,863 | $5,160-25.1% | $4,136-6.6% | $4,837-20.1% |
| Participant deferral / active EE | $12,928 | $6,440+100.8% | $5,506+134.8% | $6,341+103.9% |
| Admin fee / account holder | $80,572 | $13,259+507.7% | $10,280+683.8% | $12,309+554.6% |