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 | $301,432 | $109,881+174.3% | $150,045+100.9% | $84,808+255.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.57% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $11,366 | $3,561+219.2% | $4,693+142.2% | $2,631+332.0% |
| Participant deferral / active EE | $11,951 | $6,636+80.1% | $7,997+49.4% | $4,212+183.8% |
| Admin fee / account holder | $1,911 | $8,568-77.7% | $13,435-85.8% | $7,344-74.0% |