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 | $281,046 | $115,770+142.8% | $101,248+177.6% | $158,922+76.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.98% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,832 | $4,175+15.7% | $3,660+32.0% | $4,761+1.5% |
| Participant deferral / active EE | $13,000 | $4,957+162.2% | $4,370+197.5% | $5,982+117.3% |
| Admin fee / account holder | $2,045 | $7,245-71.8% | $5,945-65.6% | $11,246-81.8% |