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 | $285,697 | $117,983+142.2% | $101,794+180.7% | $142,382+100.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.58% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,249 | $2,773+17.2% | $2,289+42.0% | $4,299-24.4% |
| Participant deferral / active EE | $6,343 | $4,714+34.6% | $4,084+55.3% | $6,507-2.5% |
| Admin fee / account holder | $119,891 | $10,433+1049.1% | $8,777+1266.0% | $12,624+849.7% |