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 | $273,564 | $117,841+132.1% | $102,423+167.1% | $145,922+87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.56% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,402 | $3,615-61.2% | $3,023-53.6% | $4,660-69.9% |
| Participant deferral / active EE | $2,415 | $5,731-57.9% | $5,053-52.2% | $6,688-63.9% |
| Admin fee / account holder | $69,775 | $13,326+423.6% | $9,451+638.3% | $13,397+420.8% |