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 | $409,385 | $117,983+247.0% | $101,794+302.2% | $142,382+187.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.29% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $11,322 | $2,773+308.3% | $2,289+394.6% | $4,299+163.4% |
| Participant deferral / active EE | $10,522 | $4,714+123.2% | $4,084+157.6% | $6,507+61.7% |
| Admin fee / account holder | $22,437 | $10,433+115.1% | $8,777+155.6% | $12,624+77.7% |