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 | $289,345 | $201,272+43.8% | $184,203+57.1% | $145,922+98.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.92% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,652 | $7,022-48.0% | $6,427-43.2% | $4,660-21.6% |
| Participant deferral / active EE | $8,955 | $9,806-8.7% | $9,131-1.9% | $6,688+33.9% |
| Admin fee / account holder | $1,433 | $16,364-91.2% | $13,901-89.7% | $13,397-89.3% |