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 | $269,670 | $116,175+132.1% | $93,606+188.1% | $152,861+76.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.83% | 35.96%-20.1pp | 32.76%-16.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,867 | $3,218-10.9% | $2,718+5.5% | $4,762-39.8% |
| Participant deferral / active EE | $25,420 | $4,603+452.2% | $4,069+524.8% | $5,850+334.5% |
| Admin fee / account holder | $23,441 | $10,748+118.1% | $7,888+197.2% | $11,596+102.1% |