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 | $265,770 | $112,881+135.4% | $90,951+192.2% | $158,922+67.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.52% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,794 | $2,893+31.1% | $2,122+78.8% | $4,761-20.3% |
| Participant deferral / active EE | $4,295 | $4,128+4.0% | $3,373+27.3% | $5,982-28.2% |
| Admin fee / account holder | $7,420 | $8,041-7.7% | $5,959+24.5% | $11,246-34.0% |