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 | $284,151 | $228,332+24.4% | $185,823+52.9% | $158,922+78.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.64% | 40.80%-30.2pp | 35.95%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $6,929 | $4,967+39.5% | $4,087+69.5% | $4,761+45.5% |
| Participant deferral / active EE | $17,844 | $6,415+178.2% | $5,632+216.8% | $5,982+198.3% |
| Admin fee / account holder | $59,767 | $11,864+403.8% | $9,500+529.1% | $11,246+431.5% |