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 | $543,743 | $107,452+406.0% | $91,541+494.0% | $142,382+281.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.94% | 22.06%-10.1pp | 20.50%-8.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,513 | $2,994+117.5% | $2,505+160.0% | $4,299+51.5% |
| Participant deferral / active EE | $6,812 | $4,754+43.3% | $4,008+70.0% | $6,507+4.7% |
| Admin fee / account holder | $8,434 | $8,834-4.5% | $6,956+21.2% | $12,624-33.2% |