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 | $336,040 | $110,261+204.8% | $95,745+251.0% | $139,434+141.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.64% | 27.11%-13.5pp | 28.35%-14.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $18,140 | $3,257+456.9% | $2,835+540.0% | $4,751+281.8% |
| Participant deferral / active EE | $13,281 | $4,676+184.0% | $4,245+212.9% | $6,710+97.9% |
| Admin fee / account holder | $1,721 | $6,613-74.0% | $5,678-69.7% | $11,403-84.9% |