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 | $265,617 | $98,750+169.0% | $149,696+77.4% | $79,858+232.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.64% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $7,300 | $3,216+127.0% | $4,644+57.2% | $2,471+195.5% |
| Participant deferral / active EE | $7,414 | $5,680+30.5% | $6,842+8.4% | $3,740+98.2% |
| Admin fee / account holder | $89,621 | $6,053+1380.7% | $9,309+862.8% | $5,306+1589.0% |