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 | $268,489 | $103,376+159.7% | $87,100+208.3% | $152,861+75.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.36% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,136 | $3,220-2.6% | $2,521+24.4% | $4,762-34.2% |
| Participant deferral / active EE | $4,999 | $4,778+4.6% | $4,049+23.5% | $5,850-14.5% |
| Admin fee / account holder | $2,671 | $12,205-78.1% | $7,497-64.4% | $11,596-77.0% |