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 | $265,152 | $102,317+159.1% | $146,958+80.4% | $80,856+227.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.36% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,256 | $3,713-12.3% | $4,933-34.0% | $2,755+18.2% |
| Participant deferral / active EE | $15,108 | $6,644+127.4% | $8,070+87.2% | $4,296+251.7% |
| Admin fee / account holder | $24,790 | $7,941+212.2% | $12,998+90.7% | $6,918+258.3% |