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 | $371,127 | $93,571+296.6% | $135,903+173.1% | $75,163+393.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.81% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $2,703 | $3,537-23.6% | $4,856-44.3% | $2,670+1.2% |
| Participant deferral / active EE | $5,567 | $6,404-13.1% | $7,758-28.2% | $4,125+34.9% |
| Admin fee / account holder | $21,122 | $6,975+202.8% | $10,762+96.3% | $5,651+273.8% |