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 | $273,379 | $93,571+192.2% | $135,903+101.2% | $75,163+263.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.02% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,999 | $3,537+97.9% | $4,856+44.1% | $2,670+162.2% |
| Participant deferral / active EE | $8,367 | $6,404+30.7% | $7,758+7.9% | $4,125+102.8% |
| Admin fee / account holder | $27,170 | $6,975+289.5% | $10,762+152.5% | $5,651+380.8% |