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 | $339,999 | $201,272+68.9% | $184,203+84.6% | $145,922+133.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.58% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $26,182 | $7,022+272.9% | $6,427+307.4% | $4,660+461.9% |
| Participant deferral / active EE | $8,148 | $9,806-16.9% | $9,131-10.8% | $6,688+21.8% |
| Admin fee / account holder | $10,853 | $16,364-33.7% | $13,901-21.9% | $13,397-19.0% |