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 | $268,312 | $105,181+155.1% | $159,436+68.3% | $85,850+212.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.85% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $7,044 | $3,318+112.3% | $4,829+45.8% | $2,565+174.6% |
| Participant deferral / active EE | $12,714 | $5,945+113.9% | $7,352+72.9% | $3,952+221.7% |
| Admin fee / account holder | $6,654 | $6,933-4.0% | $10,799-38.4% | $6,260+6.3% |