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 | $371,884 | $153,311+142.6% | $109,313+240.2% | $273,961+35.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.15% | 29.86%-21.7pp | 22.07%-13.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $35,993 | $5,619+540.5% | $3,892+824.8% | $4,869+639.3% |
| Participant deferral / active EE | $22,133 | $3,932+462.9% | $3,166+599.0% | $5,287+318.6% |
| Admin fee / account holder | $47,495 | $8,076+488.1% | $5,666+738.2% | $10,132+368.8% |