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 | $344,460 | $181,894+89.4% | $156,549+120.0% | $273,961+25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.72% | 30.74%-19.0pp | 32.23%-20.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $26,691 | $6,248+327.2% | $5,501+385.2% | $4,869+448.2% |
| Participant deferral / active EE | $13,213 | $5,550+138.1% | $4,871+171.3% | $5,287+149.9% |
| Admin fee / account holder | $3,480 | $15,559-77.6% | $13,027-73.3% | $10,132-65.7% |