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 | $255,232 | $109,359+133.4% | $162,163+57.4% | $72,985+249.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.76% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,845 | $3,907+24.0% | $5,614-13.7% | $2,440+98.6% |
| Participant deferral / active EE | $11,304 | $5,481+106.2% | $7,298+54.9% | $3,607+213.3% |
| Admin fee / account holder | $44,830 | $7,972+462.4% | $10,843+313.5% | $5,124+774.8% |