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 | $267,468 | $112,881+136.9% | $90,951+194.1% | $158,922+68.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.17% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,119 | $2,893-61.3% | $2,122-47.3% | $4,761-76.5% |
| Participant deferral / active EE | $3,637 | $4,128-11.9% | $3,373+7.8% | $5,982-39.2% |
| Admin fee / account holder | $4,450 | $8,041-44.7% | $5,959-25.3% | $11,246-60.4% |