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 | $319,912 | $95,266+235.8% | $82,389+288.3% | $142,382+124.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.23% | 25.74%-4.5pp | 28.67%-7.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $15,333 | $2,991+412.6% | $2,517+509.1% | $4,299+256.6% |
| Participant deferral / active EE | $18,121 | $4,809+276.8% | $4,155+336.2% | $6,507+178.5% |
| Admin fee / account holder | $38,236 | $8,563+346.5% | $7,231+428.8% | $12,624+202.9% |