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 | $289,822 | $176,812+63.9% | $146,665+97.6% | $167,490+73.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.39% | 24.03%-11.6pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $11,010 | $5,160+113.4% | $4,136+166.2% | $4,837+127.6% |
| Participant deferral / active EE | $5,865 | $6,440-8.9% | $5,506+6.5% | $6,341-7.5% |
| Admin fee / account holder | $13,771 | $13,259+3.9% | $10,280+34.0% | $12,309+11.9% |