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 | $346,772 | $93,571+270.6% | $135,903+155.2% | $75,163+361.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.20% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,186 | $3,537+46.7% | $4,856+6.8% | $2,670+94.3% |
| Participant deferral / active EE | $9,290 | $6,404+45.1% | $7,758+19.8% | $4,125+125.2% |
| Admin fee / account holder | $40,367 | $6,975+478.7% | $10,762+275.1% | $5,651+614.3% |