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 | $261,653 | $98,750+165.0% | $149,696+74.8% | $79,858+227.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.98% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,546 | $3,216+41.3% | $4,644-2.1% | $2,471+84.0% |
| Participant deferral / active EE | $9,364 | $5,680+64.8% | $6,842+36.9% | $3,740+150.4% |
| Admin fee / account holder | $9,047 | $6,053+49.5% | $9,309-2.8% | $5,306+70.5% |