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 | $290,160 | $117,841+146.2% | $102,423+183.3% | $145,922+98.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.30% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $15,464 | $3,615+327.8% | $3,023+411.5% | $4,660+231.9% |
| Participant deferral / active EE | $9,059 | $5,731+58.1% | $5,053+79.3% | $6,688+35.5% |
| Admin fee / account holder | $10,333 | $13,326-22.5% | $9,451+9.3% | $13,397-22.9% |