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 | $255,929 | $114,381+123.8% | $107,525+138.0% | $142,382+79.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.40% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,196 | $4,015-20.4% | $3,754-14.9% | $4,299-25.7% |
| Participant deferral / active EE | $12,592 | $5,564+126.3% | $5,116+146.1% | $6,507+93.5% |
| Admin fee / account holder | $1,930 | $9,860-80.4% | $8,919-78.4% | $12,624-84.7% |