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 | $466,219 | $201,272+131.6% | $184,203+153.1% | $145,922+219.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $7,143 | $7,022+1.7% | $6,427+11.1% | $4,660+53.3% |
| Participant deferral / active EE | $8,814 | $9,806-10.1% | $9,131-3.5% | $6,688+31.8% |
| Admin fee / account holder | $48,102 | $16,364+194.0% | $13,901+246.0% | $13,397+259.0% |