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 | $268,928 | $109,327+146.0% | $89,391+200.8% | $158,922+69.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.43% | 345.68%-331.2pp | 245.62%-231.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $20,000 | $3,170+531.0% | $2,586+673.5% | $4,761+320.1% |
| Participant deferral / active EE | $2,334 | $4,598-49.2% | $3,890-40.0% | $5,982-61.0% |
| Admin fee / account holder | $81,383 | $6,153+1222.7% | $4,881+1567.2% | $11,246+623.7% |