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 | $274,930 | $78,422+250.6% | $95,952+186.5% | $79,858+244.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.09% | 19.37%-7.3pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $3,416 | $1,945+75.6% | $2,541+34.4% | $2,471+38.2% |
| Participant deferral / active EE | $9,841 | $3,440+186.1% | $4,167+136.2% | $3,740+163.1% |
| Admin fee / account holder | $14,357 | $5,622+155.4% | $6,795+111.3% | $5,306+170.6% |