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 | $273,280 | $162,781+67.9% | $133,956+104.0% | $158,922+72.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.98% | 41.94%-34.0pp | 45.09%-37.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,081 | $4,975-58.2% | $3,919-46.9% | $4,761-56.3% |
| Participant deferral / active EE | $1,956 | $5,911-66.9% | $5,048-61.3% | $5,982-67.3% |
| Admin fee / account holder | $144,294 | $11,736+1129.4% | $8,927+1516.4% | $11,246+1183.1% |