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 | $276,175 | $117,841+134.4% | $102,423+169.6% | $145,922+89.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 19.08% | 31.65%-12.6pp | 29.32%-10.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,351 | $3,615-7.3% | $3,023+10.8% | $4,660-28.1% |
| Participant deferral / active EE | $9,025 | $5,731+57.5% | $5,053+78.6% | $6,688+34.9% |
| Admin fee / account holder | $4,952 | $13,326-62.8% | $9,451-47.6% | $13,397-63.0% |