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 | $307,852 | $83,477+268.8% | $125,175+145.9% | $72,985+321.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.00% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $6,341 | $2,345+170.4% | $3,865+64.0% | $2,440+159.9% |
| Participant deferral / active EE | $16,351 | $3,585+356.0% | $4,937+231.2% | $3,607+353.3% |
| Admin fee / account holder | $53,840 | $5,517+875.8% | $9,702+454.9% | $5,124+950.7% |