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 | $278,245 | $95,266+192.1% | $82,389+237.7% | $142,382+95.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.47% | 25.74%-14.3pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $13,511 | $2,991+351.7% | $2,517+436.8% | $4,299+214.3% |
| Participant deferral / active EE | $10,515 | $4,809+118.7% | $4,155+153.1% | $6,507+61.6% |
| Admin fee / account holder | $178,908 | $8,563+1989.2% | $7,231+2374.3% | $12,624+1317.2% |