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 | $314,184 | $210,408+49.3% | $153,485+104.7% | $145,922+115.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.93% | 13.37%-2.4pp | 15.65%-4.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,696 | $6,048-5.8% | $5,039+13.0% | $4,660+22.2% |
| Participant deferral / active EE | $12,906 | $7,975+61.8% | $6,757+91.0% | $6,688+93.0% |
| Admin fee / account holder | $71,619 | $19,419+268.8% | $12,724+462.8% | $13,397+434.6% |