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 | $310,685 | $93,571+232.0% | $135,903+128.6% | $75,163+313.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $19,638 | $3,537+455.3% | $4,856+304.4% | $2,670+635.6% |
| Participant deferral / active EE | $15,336 | $6,404+139.5% | $7,758+97.7% | $4,125+271.8% |
| Admin fee / account holder | $9,206 | $6,975+32.0% | $10,762-14.5% | $5,651+62.9% |