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 | $294,651 | $77,634+279.5% | $156,549+88.2% | $62,891+368.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 17.10% | 50.32%-33.2pp | 32.23%-15.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $6,822 | $3,444+98.1% | $5,501+24.0% | $2,281+199.1% |
| Participant deferral / active EE | $3,755 | $3,045+23.3% | $4,871-22.9% | $3,203+17.2% |
| Admin fee / account holder | $1,640 | $5,561-70.5% | $13,027-87.4% | $4,296-61.8% |