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 | $268,445 | $124,319+115.9% | $111,297+141.2% | $167,490+60.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.46% | 37.44%-27.0pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $13,503 | $3,435+293.1% | $2,731+394.4% | $4,837+179.1% |
| Participant deferral / active EE | $4,728 | $5,180-8.7% | $4,487+5.4% | $6,341-25.4% |
| Admin fee / account holder | $90,756 | $10,618+754.7% | $7,964+1039.6% | $12,309+637.3% |