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 | $301,848 | $99,032+204.8% | $80,019+277.2% | $135,375+123.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.41% | 15.39%-8.0pp | 11.22%-3.8pp | 519.73%-512.3pp |
| Employer contribution / active EE | $14,294 | $3,043+369.7% | $2,468+479.2% | $4,779+199.1% |
| Participant deferral / active EE | $8,545 | $4,282+99.6% | $3,686+131.9% | $5,609+52.4% |
| Admin fee / account holder | $15,463 | $10,436+48.2% | $6,521+137.1% | $10,827+42.8% |