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 | $342,324 | $99,985+242.4% | $146,665+133.4% | $85,850+298.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.20% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,166 | $2,559+62.8% | $4,136+0.7% | $2,565+62.4% |
| Participant deferral / active EE | $6,908 | $4,006+72.5% | $5,506+25.5% | $3,952+74.8% |
| Admin fee / account holder | $40,643 | $7,702+427.7% | $10,280+295.4% | $6,260+549.3% |