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 | $257,379 | $117,841+118.4% | $102,423+151.3% | $145,922+76.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.40% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,800 | $3,615-22.5% | $3,023-7.4% | $4,660-39.9% |
| Participant deferral / active EE | $3,500 | $5,731-38.9% | $5,053-30.7% | $6,688-47.7% |
| Admin fee / account holder | $67,776 | $13,326+408.6% | $9,451+617.2% | $13,397+405.9% |