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 | $467,902 | $109,881+325.8% | $150,045+211.8% | $84,808+451.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.48% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $5,838 | $3,561+63.9% | $4,693+24.4% | $2,631+121.9% |
| Participant deferral / active EE | $6,831 | $6,636+2.9% | $7,997-14.6% | $4,212+62.2% |
| Admin fee / account holder | $15,034 | $8,568+75.5% | $13,435+11.9% | $7,344+104.7% |