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 | $299,974 | $176,056+70.4% | $159,436+88.1% | $167,490+79.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,678 | $5,297-11.7% | $4,829-3.1% | $4,837-3.3% |
| Participant deferral / active EE | $13,530 | $7,750+74.6% | $7,352+84.0% | $6,341+113.4% |
| Admin fee / account holder | $74,306 | $12,554+491.9% | $10,799+588.1% | $12,309+503.7% |