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 | $269,673 | $157,256+71.5% | $141,162+91.0% | $152,861+76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,471 | $5,261-15.0% | $4,735-5.6% | $4,762-6.1% |
| Participant deferral / active EE | $14,475 | $7,109+103.6% | $6,709+115.8% | $5,850+147.4% |
| Admin fee / account holder | $1,811 | $12,120-85.1% | $10,261-82.4% | $11,596-84.4% |