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 | $290,604 | $117,983+146.3% | $101,794+185.5% | $142,382+104.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.39% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,654 | $2,773-4.3% | $2,289+16.0% | $4,299-38.3% |
| Participant deferral / active EE | $14,166 | $4,714+200.5% | $4,084+246.9% | $6,507+117.7% |
| Admin fee / account holder | $748 | $10,433-92.8% | $8,777-91.5% | $12,624-94.1% |