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 | $265,793 | $98,240+170.6% | $82,313+222.9% | $147,584+80.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.06% | 30.85%-11.8pp | 25.88%-6.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $5,331 | $3,192+67.0% | $2,428+119.5% | $4,876+9.3% |
| Participant deferral / active EE | $13,720 | $4,383+213.0% | $3,706+270.2% | $5,439+152.3% |
| Admin fee / account holder | $12,638 | $8,563+47.6% | $5,608+125.4% | $10,885+16.1% |