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 | $360,022 | $228,332+57.7% | $185,823+93.7% | $158,922+126.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.54% | 40.80%-20.3pp | 35.95%-15.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $10,556 | $4,967+112.5% | $4,087+158.3% | $4,761+121.7% |
| Participant deferral / active EE | $18,374 | $6,415+186.4% | $5,632+226.2% | $5,982+207.1% |
| Admin fee / account holder | $1,853 | $11,864-84.4% | $9,500-80.5% | $11,246-83.5% |