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 | $283,711 | $115,770+145.1% | $101,248+180.2% | $158,922+78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.60% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $6,470 | $4,175+55.0% | $3,660+76.8% | $4,761+35.9% |
| Participant deferral / active EE | $9,122 | $4,957+84.0% | $4,370+108.7% | $5,982+52.5% |
| Admin fee / account holder | $5,642 | $7,245-22.1% | $5,945-5.1% | $11,246-49.8% |