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 | $299,028 | $149,734+99.7% | $118,925+151.4% | $158,922+88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.52% | 19.95%-9.4pp | 35.88%-25.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,267 | $4,115-20.6% | $3,263+0.1% | $4,761-31.4% |
| Participant deferral / active EE | $7,283 | $5,223+39.4% | $4,265+70.8% | $5,982+21.7% |
| Admin fee / account holder | $79,565 | $8,603+824.8% | $6,581+1109.1% | $11,246+607.5% |