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 | $274,099 | $157,256+74.3% | $141,162+94.2% | $152,861+79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.58% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,082 | $5,261-41.4% | $4,735-34.9% | $4,762-35.3% |
| Participant deferral / active EE | $4,061 | $7,109-42.9% | $6,709-39.5% | $5,850-30.6% |
| Admin fee / account holder | $1,385 | $12,120-88.6% | $10,261-86.5% | $11,596-88.1% |