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 | $320,941 | $163,101+96.8% | $136,749+134.7% | $142,382+125.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.89% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $768 | $4,117-81.3% | $3,400-77.4% | $4,299-82.1% |
| Participant deferral / active EE | $15,368 | $5,585+175.2% | $4,692+227.5% | $6,507+136.2% |
| Admin fee / account holder | $2,317 | $14,318-83.8% | $11,386-79.6% | $12,624-81.6% |