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 | $342,453 | $148,978+129.9% | $200,582+70.7% | $84,808+303.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.64% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $13,180 | $4,815+173.7% | $6,419+105.3% | $2,631+400.9% |
| Participant deferral / active EE | $17,051 | $7,142+138.7% | $9,331+82.7% | $4,212+304.9% |
| Admin fee / account holder | $2,888 | $13,977-79.3% | $16,305-82.3% | $7,344-60.7% |