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 | $359,657 | $106,584+237.4% | $101,326+255.0% | $142,382+152.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.59% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,995 | $3,956+26.3% | $3,665+36.3% | $4,299+16.2% |
| Participant deferral / active EE | $5,889 | $8,297-29.0% | $7,994-26.3% | $6,507-9.5% |
| Admin fee / account holder | $23,360 | $11,446+104.1% | $11,185+108.9% | $12,624+85.0% |