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 | $278,544 | $99,985+178.6% | $146,665+89.9% | $85,850+224.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.47% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $8,450 | $2,559+230.2% | $4,136+104.3% | $2,565+229.4% |
| Participant deferral / active EE | $10,415 | $4,006+160.0% | $5,506+89.2% | $3,952+163.6% |
| Admin fee / account holder | $30,392 | $7,702+294.6% | $10,280+195.7% | $6,260+385.5% |