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 | $330,239 | $109,881+200.5% | $150,045+120.1% | $84,808+289.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.81% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $15,634 | $3,561+339.0% | $4,693+233.1% | $2,631+494.2% |
| Participant deferral / active EE | $21,303 | $6,636+221.0% | $7,997+166.4% | $4,212+405.8% |
| Admin fee / account holder | $11,946 | $8,568+39.4% | $13,435-11.1% | $7,344+62.7% |