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 | $358,539 | $95,803+274.2% | $113,168+216.8% | $84,808+322.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.56% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $8,220 | $2,360+248.3% | $2,975+176.3% | $2,631+212.4% |
| Participant deferral / active EE | $2,823 | $4,242-33.5% | $5,107-44.7% | $4,212-33.0% |
| Admin fee / account holder | $20,731 | $8,989+130.6% | $12,068+71.8% | $7,344+182.3% |