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 | $264,067 | $109,881+140.3% | $150,045+76.0% | $84,808+211.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.82% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,353 | $3,561+78.4% | $4,693+35.4% | $2,631+141.5% |
| Participant deferral / active EE | $8,567 | $6,636+29.1% | $7,997+7.1% | $4,212+103.4% |
| Admin fee / account holder | $5,300 | $8,568-38.1% | $13,435-60.6% | $7,344-27.8% |