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 | $359,220 | $93,571+283.9% | $135,903+164.3% | $75,163+377.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.05% | 30.90%-2.9pp | 68.23%-40.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $3,649 | $3,537+3.2% | $4,856-24.9% | $2,670+36.7% |
| Participant deferral / active EE | $8,449 | $6,404+31.9% | $7,758+8.9% | $4,125+104.8% |
| Admin fee / account holder | $28,069 | $6,975+302.4% | $10,762+160.8% | $5,651+396.7% |