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 | $272,868 | $138,065+97.6% | $123,544+120.9% | $135,375+101.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.53% | 153.68%-143.1pp | 119.20%-108.7pp | 519.73%-509.2pp |
| Employer contribution / active EE | $4,046 | $5,151-21.4% | $4,628-12.6% | $4,779-15.3% |
| Participant deferral / active EE | $14,162 | $6,799+108.3% | $6,426+120.4% | $5,609+152.5% |
| Admin fee / account holder | $1,195 | $10,916-89.1% | $9,284-87.1% | $10,827-89.0% |