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 6-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 | $256,619 | $99,918+156.8% | $81,382+215.3% | $145,922+75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.68% | 34.32%-8.6pp | 24.73%+0.9pp | 561.29%-535.6pp |
| Employer contribution / active EE | $1,069 | $2,978-64.1% | $2,463-56.6% | $4,660-77.1% |
| Participant deferral / active EE | $10,287 | $4,605+123.4% | $3,883+164.9% | $6,688+53.8% |
| Admin fee / account holder | $2,880 | $8,212-64.9% | $5,768-50.1% | $13,397-78.5% |