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 | $384,860 | $110,257+249.1% | $96,544+298.6% | $139,434+176.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.26% | 26.32%-8.1pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $9,815 | $3,620+171.2% | $2,965+231.0% | $4,751+106.6% |
| Participant deferral / active EE | $10,423 | $5,548+87.9% | $4,851+114.9% | $6,710+55.3% |
| Admin fee / account holder | $1,641 | $11,591-85.8% | $8,252-80.1% | $11,403-85.6% |