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 | $257,529 | $123,793+108.0% | $177,821+44.8% | $79,858+222.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.91% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $5,872 | $4,095+43.4% | $5,918-0.8% | $2,471+137.6% |
| Participant deferral / active EE | $11,243 | $5,956+88.8% | $7,714+45.8% | $3,740+200.6% |
| Admin fee / account holder | $4,718 | $7,243-34.9% | $12,427-62.0% | $5,306-11.1% |