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 | $360,879 | $100,901+257.7% | $75,670+376.9% | $147,584+144.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.06% | 35.78%-24.7pp | 27.34%-16.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $14,338 | $3,253+340.7% | $2,352+509.7% | $4,876+194.0% |
| Participant deferral / active EE | $11,019 | $4,027+173.6% | $3,142+250.7% | $5,439+102.6% |
| Admin fee / account holder | $1,889 | $11,285-83.3% | $5,800-67.4% | $10,885-82.6% |