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 | $274,818 | $98,240+179.7% | $82,313+233.9% | $147,584+86.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.79% | 30.85%-21.1pp | 25.88%-16.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $5,165 | $3,192+61.8% | $2,428+112.7% | $4,876+5.9% |
| Participant deferral / active EE | $2,623 | $4,383-40.1% | $3,706-29.2% | $5,439-51.8% |
| Admin fee / account holder | $22,437 | $8,563+162.0% | $5,608+300.1% | $10,885+106.1% |