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 | $267,044 | $114,381+133.5% | $107,525+148.4% | $142,382+87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.94% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,879 | $4,015-53.2% | $3,754-49.9% | $4,299-56.3% |
| Participant deferral / active EE | $10,213 | $5,564+83.5% | $5,116+99.6% | $6,507+57.0% |
| Admin fee / account holder | $972 | $9,860-90.1% | $8,919-89.1% | $12,624-92.3% |