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 | $359,282 | $148,978+141.2% | $200,582+79.1% | $84,808+323.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.04% | 28.16%-9.1pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $7,383 | $4,815+53.3% | $6,419+15.0% | $2,631+180.6% |
| Participant deferral / active EE | $17,722 | $7,142+148.1% | $9,331+89.9% | $4,212+320.8% |
| Admin fee / account holder | $7,581 | $13,977-45.8% | $16,305-53.5% | $7,344+3.2% |