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 | $279,395 | $60,124+364.7% | $90,404+209.1% | $79,858+249.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.46% | 71.94%-51.5pp | 1293.02%-1272.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,935 | $2,068+41.9% | $3,262-10.0% | $2,471+18.8% |
| Participant deferral / active EE | $6,915 | $2,938+135.4% | $3,963+74.5% | $3,740+84.9% |
| Admin fee / account holder | $5,400 | $3,976+35.8% | $5,611-3.8% | $5,306+1.8% |