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 | $297,447 | $78,103+280.8% | $289,028+2.9% | $116,875+154.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 15.71% | 15.26%+0.4pp | 243.94%-228.2pp | 16.29%-0.6pp |
| Employer contribution / active EE | $4,427 | $2,718+62.9% | $6,326-30.0% | $3,288+34.7% |
| Participant deferral / active EE | $8,641 | $2,921+195.8% | $4,804+79.9% | $3,885+122.4% |
| Admin fee / account holder | $5,055 | $8,683-41.8% | $14,050-64.0% | $12,263-58.8% |