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 | $274,315 | $117,983+132.5% | $101,794+169.5% | $142,382+92.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.35% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,167 | $2,773+158.5% | $2,289+213.1% | $4,299+66.7% |
| Participant deferral / active EE | $11,108 | $4,714+135.7% | $4,084+172.0% | $6,507+70.7% |
| Admin fee / account holder | $2,008 | $10,433-80.8% | $8,777-77.1% | $12,624-84.1% |