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 | $278,708 | $197,591+41.1% | $177,821+56.7% | $158,922+75.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.91% | 58.76%-49.8pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $6,482 | $6,697-3.2% | $5,918+9.5% | $4,761+36.2% |
| Participant deferral / active EE | $19,442 | $8,405+131.3% | $7,714+152.0% | $5,982+225.0% |
| Admin fee / account holder | $299,085 | $15,399+1842.2% | $12,427+2306.6% | $11,246+2559.5% |