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 | $287,805 | $98,750+191.4% | $149,696+92.3% | $79,858+260.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.12% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,037 | $3,216+25.5% | $4,644-13.1% | $2,471+63.4% |
| Participant deferral / active EE | $9,355 | $5,680+64.7% | $6,842+36.7% | $3,740+150.1% |
| Admin fee / account holder | $8,180 | $6,053+35.1% | $9,309-12.1% | $5,306+54.1% |