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 | $272,873 | $80,717+238.1% | $154,803+76.3% | $84,808+221.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.11% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,939 | $2,761+78.9% | $4,305+14.7% | $2,631+87.7% |
| Participant deferral / active EE | $10,385 | $3,303+214.4% | $5,540+87.4% | $4,212+146.6% |
| Admin fee / account holder | $754 | $6,746-88.8% | $14,329-94.7% | $7,344-89.7% |