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 | $264,850 | $214,378+23.5% | $200,582+32.0% | $142,382+86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.98% | 46.41%-26.4pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $16,299 | $6,841+138.2% | $6,419+153.9% | $4,299+279.1% |
| Participant deferral / active EE | $18,625 | $9,865+88.8% | $9,331+99.6% | $6,507+186.2% |
| Admin fee / account holder | $400 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |