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 | $277,910 | $124,281+123.6% | $109,143+154.6% | $167,490+65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.40% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $6,788 | $4,207+61.3% | $3,722+82.4% | $4,837+40.3% |
| Participant deferral / active EE | $9,657 | $5,255+83.8% | $4,653+107.5% | $6,341+52.3% |
| Admin fee / account holder | $23,832 | $7,970+199.0% | $6,752+253.0% | $12,309+93.6% |