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 | $298,461 | $106,515+180.2% | $96,683+208.7% | $139,434+114.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.95% | 38.43%-25.5pp | 35.69%-22.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,229 | $4,103-70.0% | $3,737-67.1% | $4,751-74.1% |
| Participant deferral / active EE | $12,167 | $5,454+123.1% | $4,878+149.4% | $6,710+81.3% |
| Admin fee / account holder | $4,704 | $7,877-40.3% | $6,730-30.1% | $11,403-58.7% |