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 | $278,483 | $81,248+242.8% | $155,509+79.1% | $80,856+244.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.83% | 33.31%-12.5pp | 64.67%-43.8pp | 35.59%-14.8pp |
| Employer contribution / active EE | $11,172 | $3,100+260.4% | $4,672+139.1% | $2,755+305.6% |
| Participant deferral / active EE | $8,594 | $3,452+149.0% | $5,626+52.7% | $4,296+100.1% |
| Admin fee / account holder | $2,320 | $7,997-71.0% | $15,912-85.4% | $6,918-66.5% |