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 | $269,228 | $180,028+49.5% | $138,135+94.9% | $158,922+69.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.21% | 21.68%-13.5pp | 20.51%-12.3pp | 302.83%-294.6pp |
| Employer contribution / active EE | $12,428 | $7,470+66.4% | $5,587+122.5% | $4,761+161.0% |
| Participant deferral / active EE | $10,065 | $7,717+30.4% | $6,431+56.5% | $5,982+68.2% |
| Admin fee / account holder | $61,161 | $17,912+241.4% | $11,856+415.9% | $11,246+443.9% |