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 | $293,653 | $149,734+96.1% | $118,925+146.9% | $158,922+84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 26.50% | 19.95%+6.6pp | 35.88%-9.4pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,427 | $4,115-65.3% | $3,263-56.3% | $4,761-70.0% |
| Participant deferral / active EE | $11,148 | $5,223+113.4% | $4,265+161.4% | $5,982+86.4% |
| Admin fee / account holder | $2,754 | $8,603-68.0% | $6,581-58.2% | $11,246-75.5% |