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 | $276,814 | $115,882+138.9% | $100,516+175.4% | $158,922+74.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.68% | 34.79%-21.1pp | 30.89%-17.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $10,405 | $4,103+153.6% | $3,418+204.5% | $4,761+118.5% |
| Participant deferral / active EE | $8,483 | $6,674+27.1% | $6,270+35.3% | $5,982+41.8% |
| Admin fee / account holder | $49,341 | $10,995+348.7% | $8,081+510.6% | $11,246+338.7% |