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 | $301,020 | $102,616+193.3% | $81,983+267.2% | $158,922+89.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.05% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,353 | $3,240+65.2% | $2,498+114.3% | $4,761+12.4% |
| Participant deferral / active EE | $6,137 | $4,648+32.0% | $3,722+64.9% | $5,982+2.6% |
| Admin fee / account holder | $13,683 | $8,235+66.2% | $5,664+141.6% | $11,246+21.7% |