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 | $362,767 | $111,754+224.6% | $103,333+251.1% | $145,922+148.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $6,015 | $4,212+42.8% | $3,868+55.5% | $4,660+29.1% |
| Participant deferral / active EE | $10,962 | $5,619+95.1% | $5,057+116.7% | $6,688+63.9% |
| Admin fee / account holder | $80,152 | $9,750+722.0% | $8,355+859.4% | $13,397+498.3% |