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 | $268,951 | $74,888+259.1% | $71,209+277.7% | $142,382+88.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,834 | $2,854-35.7% | $2,721-32.6% | $4,299-57.3% |
| Participant deferral / active EE | $8,939 | $4,454+100.7% | $4,175+114.1% | $6,507+37.4% |
| Admin fee / account holder | $2,316 | $5,568-58.4% | $5,349-56.7% | $12,624-81.7% |