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 | $329,515 | $148,978+121.2% | $200,582+64.3% | $84,808+288.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.52% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,978 | $4,815+65.7% | $6,419+24.3% | $2,631+203.2% |
| Participant deferral / active EE | $15,149 | $7,142+112.1% | $9,331+62.3% | $4,212+259.7% |
| Admin fee / account holder | $2,765 | $13,977-80.2% | $16,305-83.0% | $7,344-62.3% |