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 | $286,648 | $125,758+127.9% | $169,993+68.6% | $75,163+281.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.67% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $16,695 | $4,615+261.8% | $6,785+146.0% | $2,670+525.3% |
| Participant deferral / active EE | $12,568 | $6,837+83.8% | $10,408+20.8% | $4,125+204.7% |
| Admin fee / account holder | $19,725 | $8,173+141.3% | $12,815+53.9% | $5,651+249.1% |