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 | $261,235 | $89,355+192.4% | $141,162+85.1% | $72,985+257.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.33% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $8,048 | $3,114+158.4% | $4,735+70.0% | $2,440+229.8% |
| Participant deferral / active EE | $12,113 | $5,418+123.6% | $6,709+80.5% | $3,607+235.8% |
| Admin fee / account holder | $7,112 | $5,958+19.4% | $10,261-30.7% | $5,124+38.8% |