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 | $269,419 | $111,754+141.1% | $103,333+160.7% | $145,922+84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,581 | $4,212-15.0% | $3,868-7.4% | $4,660-23.1% |
| Participant deferral / active EE | $3,646 | $5,619-35.1% | $5,057-27.9% | $6,688-45.5% |
| Admin fee / account holder | $5,818 | $9,750-40.3% | $8,355-30.4% | $13,397-56.6% |