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 | $342,411 | $111,754+206.4% | $103,333+231.4% | $145,922+134.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.28% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,300 | $4,212+2.1% | $3,868+11.2% | $4,660-7.7% |
| Participant deferral / active EE | $12,800 | $5,619+127.8% | $5,057+153.1% | $6,688+91.4% |
| Admin fee / account holder | $25,976 | $9,750+166.4% | $8,355+210.9% | $13,397+93.9% |