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 | $290,710 | $80,717+260.2% | $154,803+87.8% | $84,808+242.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.83% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $14,286 | $2,761+417.4% | $4,305+231.8% | $2,631+443.0% |
| Participant deferral / active EE | $10,271 | $3,303+210.9% | $5,540+85.4% | $4,212+143.9% |
| Admin fee / account holder | $9,167 | $6,746+35.9% | $14,329-36.0% | $7,344+24.8% |