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 | $318,511 | $109,881+189.9% | $150,045+112.3% | $84,808+275.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.49% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,604 | $3,561+1.2% | $4,693-23.2% | $2,631+37.0% |
| Participant deferral / active EE | $12,594 | $6,636+89.8% | $7,997+57.5% | $4,212+199.0% |
| Admin fee / account holder | $38,033 | $8,568+343.9% | $13,435+183.1% | $7,344+417.9% |