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 | $325,397 | $157,256+106.9% | $141,162+130.5% | $152,861+112.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.64% | 64.32%-46.7pp | 71.39%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,630 | $5,261-69.0% | $4,735-65.6% | $4,762-65.8% |
| Participant deferral / active EE | $5,575 | $7,109-21.6% | $6,709-16.9% | $5,850-4.7% |
| Admin fee / account holder | $65,110 | $12,120+437.2% | $10,261+534.5% | $11,596+461.5% |