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 | $310,702 | $148,978+108.6% | $200,582+54.9% | $84,808+266.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 32.36% | 28.16%+4.2pp | 42.33%-10.0pp | 40.90%-8.5pp |
| Employer contribution / active EE | $15,462 | $4,815+221.1% | $6,419+140.9% | $2,631+487.7% |
| Participant deferral / active EE | $19,332 | $7,142+170.7% | $9,331+107.2% | $4,212+359.0% |
| Admin fee / account holder | $7,813 | $13,977-44.1% | $16,305-52.1% | $7,344+6.4% |