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 | $269,586 | $124,319+116.9% | $111,297+142.2% | $167,490+61.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.01% | 37.44%-25.4pp | 54.65%-42.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,544 | $3,435+3.2% | $2,731+29.8% | $4,837-26.7% |
| Participant deferral / active EE | $7,515 | $5,180+45.1% | $4,487+67.5% | $6,341+18.5% |
| Admin fee / account holder | $114,926 | $10,618+982.4% | $7,964+1343.1% | $12,309+833.7% |