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 | $318,993 | $201,272+58.5% | $184,203+73.2% | $145,922+118.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.24% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $7,619 | $7,022+8.5% | $6,427+18.5% | $4,660+63.5% |
| Participant deferral / active EE | $18,316 | $9,806+86.8% | $9,131+100.6% | $6,688+173.9% |
| Admin fee / account holder | $25,204 | $16,364+54.0% | $13,901+81.3% | $13,397+88.1% |