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 | $299,382 | $148,978+101.0% | $200,582+49.3% | $84,808+253.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.94% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $9,763 | $4,815+102.8% | $6,419+52.1% | $2,631+271.1% |
| Participant deferral / active EE | $12,105 | $7,142+69.5% | $9,331+29.7% | $4,212+187.4% |
| Admin fee / account holder | $27,049 | $13,977+93.5% | $16,305+65.9% | $7,344+268.3% |