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 | $267,619 | $99,918+167.8% | $81,382+228.8% | $145,922+83.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 34.32%-20.5pp | 24.73%-10.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $9,228 | $2,978+209.9% | $2,463+274.7% | $4,660+98.0% |
| Participant deferral / active EE | $11,378 | $4,605+147.1% | $3,883+193.0% | $6,688+70.1% |
| Admin fee / account holder | $6,668 | $8,212-18.8% | $5,768+15.6% | $13,397-50.2% |