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 | $297,648 | $127,065+134.2% | $113,168+163.0% | $142,382+109.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.55% | 24.03%-9.5pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,516 | $3,442-26.9% | $2,975-15.4% | $4,299-41.5% |
| Participant deferral / active EE | $12,287 | $5,716+115.0% | $5,107+140.6% | $6,507+88.8% |
| Admin fee / account holder | $17,507 | $15,736+11.3% | $12,068+45.1% | $12,624+38.7% |