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 | $271,371 | $148,978+82.2% | $200,582+35.3% | $84,808+220.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.52% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $20,297 | $4,815+321.5% | $6,419+216.2% | $2,631+671.5% |
| Participant deferral / active EE | $19,161 | $7,142+168.3% | $9,331+105.3% | $4,212+355.0% |
| Admin fee / account holder | $7,675 | $13,977-45.1% | $16,305-52.9% | $7,344+4.5% |