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 | $295,272 | $214,378+37.7% | $200,582+47.2% | $142,382+107.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.36% | 46.41%-32.0pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $9,924 | $6,841+45.1% | $6,419+54.6% | $4,299+130.8% |
| Participant deferral / active EE | $11,126 | $9,865+12.8% | $9,331+19.2% | $6,507+71.0% |
| Admin fee / account holder | $12,807 | $17,692-27.6% | $16,305-21.5% | $12,624+1.4% |