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 | $273,375 | $197,591+38.4% | $177,821+53.7% | $158,922+72.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.04% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,049 | $6,697-69.4% | $5,918-65.4% | $4,761-57.0% |
| Participant deferral / active EE | $6,056 | $8,405-27.9% | $7,714-21.5% | $5,982+1.2% |
| Admin fee / account holder | $1,668 | $15,399-89.2% | $12,427-86.6% | $11,246-85.2% |