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 | $322,826 | $111,754+188.9% | $103,333+212.4% | $145,922+121.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $37,029 | $4,212+779.0% | $3,868+857.3% | $4,660+694.7% |
| Participant deferral / active EE | $4,860 | $5,619-13.5% | $5,057-3.9% | $6,688-27.3% |
| Admin fee / account holder | $401 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |