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 | $288,869 | $79,944+261.3% | $98,439+193.4% | $75,163+284.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 38.00% | 19.75%+18.3pp | 21.16%+16.8pp | 160.62%-122.6pp |
| Employer contribution / active EE | $1,427 | $2,264-37.0% | $3,048-53.2% | $2,670-46.6% |
| Participant deferral / active EE | $2,776 | $3,752-26.0% | $4,738-41.4% | $4,125-32.7% |
| Admin fee / account holder | $11,894 | $6,840+73.9% | $8,948+32.9% | $5,651+110.5% |