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 | $322,421 | $123,793+160.5% | $177,821+81.3% | $79,858+303.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.86% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $6,734 | $4,095+64.4% | $5,918+13.8% | $2,471+172.6% |
| Participant deferral / active EE | $12,216 | $5,956+105.1% | $7,714+58.4% | $3,740+226.6% |
| Admin fee / account holder | $8,851 | $7,243+22.2% | $12,427-28.8% | $5,306+66.8% |