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 | $254,269 | $114,381+122.3% | $107,525+136.5% | $142,382+78.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $13,516 | $4,015+236.7% | $3,754+260.1% | $4,299+214.4% |
| Participant deferral / active EE | $8,400 | $5,564+51.0% | $5,116+64.2% | $6,507+29.1% |
| Admin fee / account holder | $2,819 | $9,860-71.4% | $8,919-68.4% | $12,624-77.7% |