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 | $253,685 | $115,770+119.1% | $101,248+150.6% | $158,922+59.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.59% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,856 | $4,175-7.6% | $3,660+5.4% | $4,761-19.0% |
| Participant deferral / active EE | $13,364 | $4,957+169.6% | $4,370+205.8% | $5,982+123.4% |
| Admin fee / account holder | $35,683 | $7,245+392.5% | $5,945+500.2% | $11,246+217.3% |