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 | $368,972 | $123,793+198.1% | $177,821+107.5% | $79,858+362.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 22.42% | 22.82%-0.4pp | 48.32%-25.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $26,536 | $4,095+548.0% | $5,918+348.4% | $2,471+974.0% |
| Participant deferral / active EE | $17,363 | $5,956+191.5% | $7,714+125.1% | $3,740+364.3% |
| Admin fee / account holder | $23,512 | $7,243+224.6% | $12,427+89.2% | $5,306+343.1% |