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 | $253,759 | $176,377+43.9% | $134,143+89.2% | $158,922+59.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.82% | 63.63%-57.8pp | 36.33%-30.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,404 | $5,040-52.3% | $3,704-35.1% | $4,761-49.5% |
| Participant deferral / active EE | $8,318 | $4,091+103.3% | $3,499+137.7% | $5,982+39.0% |
| Admin fee / account holder | $2,702 | $8,718-69.0% | $6,684-59.6% | $11,246-76.0% |