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 | $325,256 | $201,272+61.6% | $184,203+76.6% | $145,922+122.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.74% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $29,000 | $7,022+313.0% | $6,427+351.2% | $4,660+522.4% |
| Participant deferral / active EE | $17,833 | $9,806+81.9% | $9,131+95.3% | $6,688+166.7% |
| Admin fee / account holder | $35,333 | $16,364+115.9% | $13,901+154.2% | $13,397+163.7% |