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 | $250,962 | $181,894+38.0% | $156,549+60.3% | $273,961-8.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.45% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $10,539 | $6,248+68.7% | $5,501+91.6% | $4,869+116.5% |
| Participant deferral / active EE | $9,032 | $5,550+62.7% | $4,871+85.4% | $5,287+70.8% |
| Admin fee / account holder | $17,209 | $15,559+10.6% | $13,027+32.1% | $10,132+69.9% |