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 | $373,394 | $180,028+107.4% | $138,135+170.3% | $158,922+135.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 6.97% | 21.68%-14.7pp | 20.51%-13.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $9,497 | $7,470+27.1% | $5,587+70.0% | $4,761+99.5% |
| Participant deferral / active EE | $17,002 | $7,717+120.3% | $6,431+164.4% | $5,982+184.2% |
| Admin fee / account holder | $6,552 | $17,912-63.4% | $11,856-44.7% | $11,246-41.7% |