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 | $278,851 | $116,175+140.0% | $93,606+197.9% | $152,861+82.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.84% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $10,024 | $3,218+211.5% | $2,718+268.8% | $4,762+110.5% |
| Participant deferral / active EE | $5,770 | $4,603+25.4% | $4,069+41.8% | $5,850-1.4% |
| Admin fee / account holder | $3,112 | $10,748-71.0% | $7,888-60.6% | $11,596-73.2% |