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 | $275,837 | $157,256+75.4% | $141,162+95.4% | $152,861+80.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.04% | 64.32%-46.3pp | 71.39%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,288 | $5,261+0.5% | $4,735+11.7% | $4,762+11.0% |
| Participant deferral / active EE | $21,452 | $7,109+201.7% | $6,709+219.7% | $5,850+266.7% |
| Admin fee / account holder | $64,947 | $12,120+435.9% | $10,261+532.9% | $11,596+460.1% |