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 | $272,723 | $176,812+54.2% | $146,665+86.0% | $167,490+62.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.99% | 24.03%-8.0pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $8,137 | $5,160+57.7% | $4,136+96.7% | $4,837+68.2% |
| Participant deferral / active EE | $15,118 | $6,440+134.8% | $5,506+174.6% | $6,341+138.4% |
| Admin fee / account holder | $10,519 | $13,259-20.7% | $10,280+2.3% | $12,309-14.5% |