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 | $269,887 | $53,822+401.4% | $75,696+256.5% | $85,850+214.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 16.87% | 24.54%-7.7pp | 104.53%-87.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $16,151 | $2,017+700.9% | $2,743+488.9% | $2,565+529.7% |
| Participant deferral / active EE | $6,427 | $2,895+122.0% | $3,821+68.2% | $3,952+62.6% |
| Admin fee / account holder | $11,971 | $3,343+258.1% | $3,619+230.8% | $6,260+91.2% |