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 | $302,545 | $117,841+156.7% | $102,423+195.4% | $145,922+107.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $11,300 | $3,615+212.6% | $3,023+273.8% | $4,660+142.5% |
| Participant deferral / active EE | $6,656 | $5,731+16.1% | $5,053+31.7% | $6,688-0.5% |
| Admin fee / account holder | $8,549 | $13,326-35.8% | $9,451-9.5% | $13,397-36.2% |