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 | $260,165 | $77,314+236.5% | $177,989+46.2% | $80,856+221.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.27% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $16,494 | $2,292+619.6% | $3,949+317.7% | $2,755+498.7% |
| Participant deferral / active EE | $21,193 | $4,411+380.5% | $6,276+237.7% | $4,296+393.3% |
| Admin fee / account holder | $26,839 | $7,191+273.2% | $10,363+159.0% | $6,918+288.0% |