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 | $256,301 | $117,841+117.5% | $102,423+150.2% | $145,922+75.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.03% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,843 | $3,615-21.4% | $3,023-6.0% | $4,660-39.0% |
| Participant deferral / active EE | $4,813 | $5,731-16.0% | $5,053-4.7% | $6,688-28.0% |
| Admin fee / account holder | $5,072 | $13,326-61.9% | $9,451-46.3% | $13,397-62.1% |