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 | $273,454 | $94,625+189.0% | $116,228+135.3% | $84,808+222.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.46% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $7,707 | $2,347+228.4% | $2,994+157.4% | $2,631+192.9% |
| Participant deferral / active EE | $8,931 | $3,972+124.8% | $4,953+80.3% | $4,212+112.1% |
| Admin fee / account holder | $21,991 | $10,091+117.9% | $11,989+83.4% | $7,344+199.4% |