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 | $264,038 | $98,750+167.4% | $149,696+76.4% | $79,858+230.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.76% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $11,429 | $3,216+255.3% | $4,644+146.1% | $2,471+362.5% |
| Participant deferral / active EE | $9,196 | $5,680+61.9% | $6,842+34.4% | $3,740+145.9% |
| Admin fee / account holder | $3,685 | $6,053-39.1% | $9,309-60.4% | $5,306-30.6% |