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 | $267,472 | $197,591+35.4% | $177,821+50.4% | $158,922+68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.65% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $27,429 | $6,697+309.5% | $5,918+363.5% | $4,761+476.1% |
| Participant deferral / active EE | $15,267 | $8,405+81.6% | $7,714+97.9% | $5,982+155.2% |
| Admin fee / account holder | $45,340 | $15,399+194.4% | $12,427+264.8% | $11,246+303.2% |