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 | $256,776 | $227,553+12.8% | $189,557+35.5% | $167,490+53.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.62% | 78.40%-65.8pp | 64.17%-51.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,209 | $5,316-58.4% | $4,412-49.9% | $4,837-54.3% |
| Participant deferral / active EE | $11,480 | $7,002+64.0% | $6,174+86.0% | $6,341+81.0% |
| Admin fee / account holder | $811 | $11,878-93.2% | $9,807-91.7% | $12,309-93.4% |