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 | $364,725 | $162,781+124.1% | $133,956+172.3% | $158,922+129.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.99% | 41.94%-28.9pp | 45.09%-32.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $11,886 | $4,975+138.9% | $3,919+203.3% | $4,761+149.6% |
| Participant deferral / active EE | $4,949 | $5,911-16.3% | $5,048-1.9% | $5,982-17.3% |
| Admin fee / account holder | $8,342 | $11,736-28.9% | $8,927-6.6% | $11,246-25.8% |