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 | $306,571 | $168,632+81.8% | $147,614+107.7% | $125,391+144.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.53% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,841 | $6,252-70.6% | $5,564-66.9% | $4,866-62.2% |
| Participant deferral / active EE | $10,813 | $5,507+96.3% | $4,895+120.9% | $5,352+102.0% |
| Admin fee / account holder | $2,870 | $13,580-78.9% | $11,611-75.3% | $9,540-69.9% |