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 | $317,089 | $81,248+290.3% | $155,509+103.9% | $80,856+292.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $9,374 | $3,100+202.4% | $4,672+100.6% | $2,755+240.3% |
| Participant deferral / active EE | $5,974 | $3,452+73.1% | $5,626+6.2% | $4,296+39.1% |
| Admin fee / account holder | $2,155 | $7,997-73.1% | $15,912-86.5% | $6,918-68.9% |