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 | $290,729 | $94,338+208.2% | $100,534+189.2% | $142,382+104.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.17% | 29.20%-10.0pp | 32.66%-13.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,662 | $4,237-60.8% | $4,346-61.8% | $4,299-61.3% |
| Participant deferral / active EE | $4,202 | $5,934-29.2% | $6,144-31.6% | $6,507-35.4% |
| Admin fee / account holder | $22,149 | $8,421+163.0% | $7,654+189.4% | $12,624+75.5% |