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 | $434,434 | $77,899+457.7% | $149,673+190.3% | $75,163+478.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.61% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $14,007 | $3,137+346.5% | $4,818+190.7% | $2,670+424.7% |
| Participant deferral / active EE | $9,121 | $3,411+167.4% | $5,680+60.6% | $4,125+121.1% |
| Admin fee / account holder | $24,948 | $5,956+318.8% | $13,210+88.9% | $5,651+341.5% |