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 | $250,229 | $93,571+167.4% | $135,903+84.1% | $75,163+232.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.80% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $19,664 | $3,537+456.0% | $4,856+304.9% | $2,670+636.5% |
| Participant deferral / active EE | $13,737 | $6,404+114.5% | $7,758+77.1% | $4,125+233.0% |
| Admin fee / account holder | $653 | $6,975-90.6% | $10,762-93.9% | $5,651-88.4% |