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 | $348,998 | $103,966+235.7% | $112,887+209.2% | $75,163+364.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.21% | 24.54%-6.3pp | 34.10%-15.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $6,156 | $3,870+59.0% | $4,563+34.9% | $2,670+130.6% |
| Participant deferral / active EE | $14,482 | $5,456+165.5% | $6,513+122.4% | $4,125+251.1% |
| Admin fee / account holder | $4,885 | $7,663-36.3% | $7,047-30.7% | $5,651-13.5% |