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 | $258,112 | $80,968+218.8% | $96,544+167.4% | $75,163+243.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.51% | 27.06%-4.6pp | 25.84%-3.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,779 | $2,282+21.8% | $2,965-6.3% | $2,670+4.1% |
| Participant deferral / active EE | $7,468 | $3,928+90.1% | $4,851+54.0% | $4,125+81.0% |
| Admin fee / account holder | $3,811 | $6,724-43.3% | $8,252-53.8% | $5,651-32.6% |