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 | $366,289 | $201,272+82.0% | $184,203+98.9% | $145,922+151.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.61% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $5,638 | $7,022-19.7% | $6,427-12.3% | $4,660+21.0% |
| Participant deferral / active EE | $14,801 | $9,806+50.9% | $9,131+62.1% | $6,688+121.3% |
| Admin fee / account holder | $30,953 | $16,364+89.2% | $13,901+122.7% | $13,397+131.0% |