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 | $252,892 | $176,812+43.0% | $146,665+72.4% | $167,490+51.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.79% | 24.03%-10.2pp | 22.74%-9.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,173 | $5,160-57.9% | $4,136-47.5% | $4,837-55.1% |
| Participant deferral / active EE | $7,735 | $6,440+20.1% | $5,506+40.5% | $6,341+22.0% |
| Admin fee / account holder | $1,185 | $13,259-91.1% | $10,280-88.5% | $12,309-90.4% |