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 | $281,793 | $73,933+281.1% | $96,683+191.5% | $75,163+274.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.46% | 26.70%-4.2pp | 35.69%-13.2pp | 160.62%-138.2pp |
| Employer contribution / active EE | $4,719 | $2,928+61.2% | $3,737+26.3% | $2,670+76.7% |
| Participant deferral / active EE | $9,626 | $3,659+163.1% | $4,878+97.3% | $4,125+133.3% |
| Admin fee / account holder | $18,969 | $5,216+263.7% | $6,730+181.9% | $5,651+235.7% |