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 | $258,377 | $165,984+55.7% | $164,813+56.8% | $145,922+77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.38% | 100.03%-74.7pp | 69.93%-44.5pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,440 | $5,273-72.7% | $4,341-66.8% | $4,660-69.1% |
| Participant deferral / active EE | $20,883 | $6,959+200.1% | $6,031+246.2% | $6,688+212.3% |
| Admin fee / account holder | $5,923 | $16,648-64.4% | $12,690-53.3% | $13,397-55.8% |