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 | $290,167 | $201,272+44.2% | $184,203+57.5% | $145,922+98.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.72% | 29.00%-4.3pp | 28.81%-4.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,930 | $7,022-72.5% | $6,427-70.0% | $4,660-58.6% |
| Participant deferral / active EE | $6,664 | $9,806-32.0% | $9,131-27.0% | $6,688-0.4% |
| Admin fee / account holder | $702,914 | $16,364+4195.6% | $13,901+4956.6% | $13,397+5146.8% |