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 | $290,219 | $114,381+153.7% | $107,525+169.9% | $142,382+103.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.95% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,795 | $4,015+19.4% | $3,754+27.7% | $4,299+11.5% |
| Participant deferral / active EE | $16,775 | $5,564+201.5% | $5,116+227.9% | $6,507+157.8% |
| Admin fee / account holder | $55,970 | $9,860+467.6% | $8,919+527.6% | $12,624+343.4% |