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 | $281,639 | $755,339-62.7% | $379,746-25.8% | $158,922+77.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 4.81% | 53.41%-48.6pp | 34.90%-30.1pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,984 | $4,685-57.7% | $3,540-44.0% | $4,761-58.3% |
| Participant deferral / active EE | $8,341 | $7,938+5.1% | $6,024+38.5% | $5,982+39.4% |
| Admin fee / account holder | $72,771 | $14,482+402.5% | $7,927+818.1% | $11,246+547.1% |