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 | $346,813 | $148,978+132.8% | $200,582+72.9% | $84,808+308.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 59.05% | 28.16%+30.9pp | 42.33%+16.7pp | 40.90%+18.2pp |
| Employer contribution / active EE | $7,032 | $4,815+46.0% | $6,419+9.6% | $2,631+167.3% |
| Participant deferral / active EE | $16,215 | $7,142+127.0% | $9,331+73.8% | $4,212+285.0% |
| Admin fee / account holder | $3,237 | $13,977-76.8% | $16,305-80.1% | $7,344-55.9% |