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 | $318,988 | $109,881+190.3% | $150,045+112.6% | $84,808+276.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,065 | $3,561+126.5% | $4,693+71.8% | $2,631+206.5% |
| Participant deferral / active EE | $12,973 | $6,636+95.5% | $7,997+62.2% | $4,212+208.0% |
| Admin fee / account holder | $73,782 | $8,568+761.1% | $13,435+449.2% | $7,344+904.7% |