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 | $260,863 | $101,069+158.1% | $81,478+220.2% | $147,584+76.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.29% | 32.40%-19.1pp | 38.78%-25.5pp | 578.55%-565.3pp |
| Employer contribution / active EE | $17,887 | $3,205+458.1% | $2,568+596.6% | $4,876+266.8% |
| Participant deferral / active EE | $11,860 | $4,242+179.6% | $3,537+235.3% | $5,439+118.1% |
| Admin fee / account holder | $56,351 | $5,812+869.6% | $4,561+1135.5% | $10,885+417.7% |