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 | $280,383 | $57,541+387.3% | $95,745+192.8% | $75,163+273.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.66% | 34.93%-19.3pp | 28.35%-12.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $8,570 | $1,808+374.1% | $2,835+202.4% | $2,670+221.0% |
| Participant deferral / active EE | $6,912 | $3,074+124.8% | $4,245+62.8% | $4,125+67.5% |
| Admin fee / account holder | $14,775 | $4,099+260.5% | $5,678+160.2% | $5,651+161.5% |