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 | $275,117 | $171,164+60.7% | $127,761+115.3% | $152,861+80.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 17.78% | 23.54%-5.8pp | 26.14%-8.4pp | 345.32%-327.5pp |
| Employer contribution / active EE | $11,271 | $5,447+106.9% | $4,574+146.4% | $4,762+136.7% |
| Participant deferral / active EE | $9,044 | $7,038+28.5% | $6,021+50.2% | $5,850+54.6% |
| Admin fee / account holder | $3,736 | $14,530-74.3% | $9,395-60.2% | $11,596-67.8% |