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 | $327,304 | $110,257+196.9% | $96,544+239.0% | $139,434+134.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.14% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $13,075 | $3,620+261.2% | $2,965+341.0% | $4,751+175.2% |
| Participant deferral / active EE | $25,743 | $5,548+364.0% | $4,851+430.7% | $6,710+283.6% |
| Admin fee / account holder | $1,224 | $11,591-89.4% | $8,252-85.2% | $11,403-89.3% |