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 | $350,892 | $163,101+115.1% | $136,749+156.6% | $142,382+146.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.00% | 27.54%-9.5pp | 24.33%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $15,599 | $4,117+278.9% | $3,400+358.9% | $4,299+262.9% |
| Participant deferral / active EE | $10,930 | $5,585+95.7% | $4,692+133.0% | $6,507+68.0% |
| Admin fee / account holder | $12,445 | $14,318-13.1% | $11,386+9.3% | $12,624-1.4% |