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 | $299,941 | $157,256+90.7% | $141,162+112.5% | $152,861+96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.55% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,029 | $5,261-42.4% | $4,735-36.0% | $4,762-36.4% |
| Participant deferral / active EE | $4,972 | $7,109-30.1% | $6,709-25.9% | $5,850-15.0% |
| Admin fee / account holder | $108,734 | $12,120+797.1% | $10,261+959.7% | $11,596+837.6% |