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 | $252,787 | $86,929+190.8% | $102,423+146.8% | $80,856+212.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.83% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $7,486 | $2,369+215.9% | $3,023+147.6% | $2,755+171.7% |
| Participant deferral / active EE | $12,487 | $4,118+203.2% | $5,053+147.1% | $4,296+190.7% |
| Admin fee / account holder | $6,942 | $8,049-13.8% | $9,451-26.5% | $6,918+0.3% |