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 | $273,793 | $85,766+219.2% | $136,294+100.9% | $70,131+290.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.62% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $5,230 | $2,966+76.3% | $4,695+11.4% | $2,342+123.3% |
| Participant deferral / active EE | $6,107 | $5,051+20.9% | $6,247-2.2% | $3,332+83.3% |
| Admin fee / account holder | $12,005 | $5,420+121.5% | $9,243+29.9% | $4,645+158.4% |