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 | $421,673 | $91,190+362.4% | $178,490+136.2% | $79,858+428.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.45% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $7,132 | $3,256+119.1% | $5,011+42.3% | $2,471+188.7% |
| Participant deferral / active EE | $3,051 | $3,236-5.7% | $5,202-41.3% | $3,740-18.4% |
| Admin fee / account holder | $9,886 | $6,751+46.4% | $13,984-29.3% | $5,306+86.3% |