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 | $301,405 | $86,286+249.3% | $111,297+170.8% | $85,850+251.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.66% | 19.99%-3.3pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $11,339 | $2,043+454.9% | $2,731+315.2% | $2,565+342.0% |
| Participant deferral / active EE | $5,193 | $3,641+42.7% | $4,487+15.7% | $3,952+31.4% |
| Admin fee / account holder | $27,980 | $8,188+241.7% | $7,964+251.3% | $6,260+347.0% |