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 | $254,061 | $106,515+138.5% | $96,683+162.8% | $139,434+82.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.52% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $11,833 | $4,103+188.4% | $3,737+216.7% | $4,751+149.1% |
| Participant deferral / active EE | $10,985 | $5,454+101.4% | $4,878+125.2% | $6,710+63.7% |
| Admin fee / account holder | $756 | $7,877-90.4% | $6,730-88.8% | $11,403-93.4% |