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 | $267,566 | $125,758+112.8% | $169,993+57.4% | $75,163+256.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.66% | 27.20%-6.5pp | 53.37%-32.7pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,065 | $4,615-33.6% | $6,785-54.8% | $2,670+14.8% |
| Participant deferral / active EE | $6,725 | $6,837-1.7% | $10,408-35.4% | $4,125+63.0% |
| Admin fee / account holder | $21,154 | $8,173+158.8% | $12,815+65.1% | $5,651+274.3% |