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 | $349,640 | $85,022+311.2% | $70,515+395.8% | $139,434+150.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.60% | 30.38%-7.8pp | 32.77%-10.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $20,524 | $3,909+425.1% | $2,973+590.2% | $4,751+332.0% |
| Participant deferral / active EE | $20,121 | $5,890+241.6% | $4,567+340.6% | $6,710+199.9% |
| Admin fee / account holder | $25,009 | $8,906+180.8% | $6,412+290.0% | $11,403+119.3% |