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 | $291,744 | $77,899+274.5% | $149,673+94.9% | $75,163+288.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.44% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $15,711 | $3,137+400.8% | $4,818+226.1% | $2,670+488.5% |
| Participant deferral / active EE | $5,114 | $3,411+49.9% | $5,680-10.0% | $4,125+24.0% |
| Admin fee / account holder | $35,337 | $5,956+493.3% | $13,210+167.5% | $5,651+525.3% |