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 | $266,557 | $112,096+137.8% | $95,952+177.8% | $158,922+67.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.90% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,132 | $3,198-64.6% | $2,541-55.5% | $4,761-76.2% |
| Participant deferral / active EE | $6,581 | $4,784+37.6% | $4,167+57.9% | $5,982+10.0% |
| Admin fee / account holder | $836 | $10,130-91.7% | $6,795-87.7% | $11,246-92.6% |