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 | $297,270 | $228,332+30.2% | $185,823+60.0% | $158,922+87.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.37% | 40.80%-16.4pp | 35.95%-11.6pp | 302.83%-278.5pp |
| Employer contribution / active EE | $7,631 | $4,967+53.6% | $4,087+86.7% | $4,761+60.3% |
| Participant deferral / active EE | $13,925 | $6,415+117.1% | $5,632+147.2% | $5,982+132.8% |
| Admin fee / account holder | $2,386 | $11,864-79.9% | $9,500-74.9% | $11,246-78.8% |