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 | $269,116 | $197,591+36.2% | $177,821+51.3% | $158,922+69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.51% | 58.76%-45.2pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,175 | $6,697-37.7% | $5,918-29.5% | $4,761-12.3% |
| Participant deferral / active EE | $13,909 | $8,405+65.5% | $7,714+80.3% | $5,982+132.5% |
| Admin fee / account holder | $744 | $15,399-95.2% | $12,427-94.0% | $11,246-93.4% |