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 | $338,539 | $109,881+208.1% | $150,045+125.6% | $84,808+299.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.97% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $10,138 | $3,561+184.7% | $4,693+116.0% | $2,631+285.3% |
| Participant deferral / active EE | $12,119 | $6,636+82.6% | $7,997+51.5% | $4,212+187.8% |
| Admin fee / account holder | $50,957 | $8,568+494.7% | $13,435+279.3% | $7,344+593.9% |