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 | $283,113 | $104,664+170.5% | $85,682+230.4% | $167,490+69.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.75% | 21.45%-5.7pp | 21.49%-5.7pp | 478.56%-462.8pp |
| Employer contribution / active EE | $6,264 | $3,337+87.7% | $2,618+139.2% | $4,837+29.5% |
| Participant deferral / active EE | $12,105 | $4,824+150.9% | $3,923+208.6% | $6,341+90.9% |
| Admin fee / account holder | $14,888 | $10,032+48.4% | $6,873+116.6% | $12,309+21.0% |