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 | $339,488 | $86,929+290.5% | $102,423+231.5% | $80,856+319.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $12,285 | $2,369+418.5% | $3,023+306.3% | $2,755+345.9% |
| Participant deferral / active EE | $4,218 | $4,118+2.4% | $5,053-16.5% | $4,296-1.8% |
| Admin fee / account holder | $11,189 | $8,049+39.0% | $9,451+18.4% | $6,918+61.7% |