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 | $287,885 | $111,754+157.6% | $103,333+178.6% | $145,922+97.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.76% | 24.77%-7.0pp | 24.88%-7.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,586 | $4,212-14.9% | $3,868-7.3% | $4,660-23.0% |
| Participant deferral / active EE | $11,533 | $5,619+105.3% | $5,057+128.0% | $6,688+72.5% |
| Admin fee / account holder | $925 | $9,750-90.5% | $8,355-88.9% | $13,397-93.1% |