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 | $423,506 | $109,413+287.1% | $156,263+171.0% | $84,808+399.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.44% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $9,553 | $2,907+228.6% | $4,333+120.5% | $2,631+263.1% |
| Participant deferral / active EE | $8,798 | $4,590+91.7% | $6,158+42.9% | $4,212+108.9% |
| Admin fee / account holder | $30,443 | $9,357+225.4% | $14,255+113.6% | $7,344+314.5% |