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 | $321,983 | $109,881+193.0% | $150,045+114.6% | $84,808+279.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.71% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,465 | $3,561+25.4% | $4,693-4.9% | $2,631+69.7% |
| Participant deferral / active EE | $10,084 | $6,636+52.0% | $7,997+26.1% | $4,212+139.4% |
| Admin fee / account holder | $31,372 | $8,568+266.2% | $13,435+133.5% | $7,344+327.2% |