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 | $270,813 | $117,841+129.8% | $102,423+164.4% | $145,922+85.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.66% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $14,876 | $3,615+311.5% | $3,023+392.0% | $4,660+219.2% |
| Participant deferral / active EE | $10,369 | $5,731+80.9% | $5,053+105.2% | $6,688+55.0% |
| Admin fee / account holder | $7,158 | $13,326-46.3% | $9,451-24.3% | $13,397-46.6% |