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 | $250,588 | $92,222+171.7% | $76,768+226.4% | $135,375+85.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.50% | 5.46%-4.0pp | 2.43%-0.9pp | 519.73%-518.2pp |
| Employer contribution / active EE | $4,016 | $3,216+24.9% | $2,485+61.6% | $4,779-16.0% |
| Participant deferral / active EE | $10,936 | $4,509+142.5% | $3,852+183.9% | $5,609+95.0% |
| Admin fee / account holder | $26,909 | $10,748+150.4% | $6,675+303.1% | $10,827+148.5% |