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 | $271,841 | $94,625+187.3% | $116,228+133.9% | $84,808+220.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.11% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,991 | $2,347+70.1% | $2,994+33.3% | $2,631+51.7% |
| Participant deferral / active EE | $9,335 | $3,972+135.0% | $4,953+88.5% | $4,212+121.7% |
| Admin fee / account holder | $5,258 | $10,091-47.9% | $11,989-56.1% | $7,344-28.4% |