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 | $274,061 | $80,968+238.5% | $96,544+183.9% | $75,163+264.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.61% | 27.06%-4.5pp | 25.84%-3.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $18,228 | $2,282+698.9% | $2,965+514.8% | $2,670+582.8% |
| Participant deferral / active EE | $9,992 | $3,928+154.4% | $4,851+106.0% | $4,125+142.2% |
| Admin fee / account holder | $30,978 | $6,724+360.7% | $8,252+275.4% | $5,651+448.2% |