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 | $325,331 | $214,378+51.8% | $200,582+62.2% | $142,382+128.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.22% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $14,062 | $6,841+105.5% | $6,419+119.1% | $4,299+227.1% |
| Participant deferral / active EE | $11,207 | $9,865+13.6% | $9,331+20.1% | $6,507+72.2% |
| Admin fee / account holder | $9,063 | $17,692-48.8% | $16,305-44.4% | $12,624-28.2% |