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 | $393,186 | $93,571+320.2% | $135,903+189.3% | $75,163+423.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.09% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $6,393 | $3,537+80.8% | $4,856+31.7% | $2,670+139.5% |
| Participant deferral / active EE | $13,663 | $6,404+113.4% | $7,758+76.1% | $4,125+231.2% |
| Admin fee / account holder | $4,507 | $6,975-35.4% | $10,762-58.1% | $5,651-20.2% |