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 | $255,679 | $157,256+62.6% | $141,162+81.1% | $152,861+67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.98% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $11,872 | $5,261+125.7% | $4,735+150.7% | $4,762+149.3% |
| Participant deferral / active EE | $15,486 | $7,109+117.8% | $6,709+130.8% | $5,850+164.7% |
| Admin fee / account holder | $1,088 | $12,120-91.0% | $10,261-89.4% | $11,596-90.6% |