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 | $368,916 | $89,355+312.9% | $141,162+161.3% | $72,985+405.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.21% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,273 | $3,114+101.4% | $4,735+32.5% | $2,440+157.1% |
| Participant deferral / active EE | $10,667 | $5,418+96.9% | $6,709+59.0% | $3,607+195.7% |
| Admin fee / account holder | $24,614 | $5,958+313.1% | $10,261+139.9% | $5,124+380.3% |