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 | $260,249 | $102,966+152.8% | $90,281+188.3% | $152,861+70.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.38% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,206 | $3,139+2.2% | $2,854+12.3% | $4,762-32.7% |
| Participant deferral / active EE | $5,182 | $4,281+21.0% | $3,885+33.4% | $5,850-11.4% |
| Admin fee / account holder | $16,672 | $6,171+170.2% | $5,351+211.6% | $11,596+43.8% |