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 | $256,156 | $118,450+116.3% | $98,439+160.2% | $139,434+83.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.18% | 18.94%-1.8pp | 21.16%-4.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,205 | $3,609-11.2% | $3,048+5.1% | $4,751-32.5% |
| Participant deferral / active EE | $7,149 | $5,392+32.6% | $4,738+50.9% | $6,710+6.5% |
| Admin fee / account holder | $569 | $14,026-95.9% | $8,948-93.6% | $11,403-95.0% |