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 | $256,670 | $81,460+215.1% | $103,333+148.4% | $80,856+217.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.32% | 25.55%-10.2pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $7,088 | $3,105+128.3% | $3,868+83.2% | $2,755+157.3% |
| Participant deferral / active EE | $8,824 | $3,869+128.1% | $5,057+74.5% | $4,296+105.4% |
| Admin fee / account holder | $1,022 | $6,566-84.4% | $8,355-87.8% | $6,918-85.2% |