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 | $283,568 | $74,927+278.5% | $101,794+178.6% | $84,808+234.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.28% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,426 | $1,522+388.0% | $2,289+224.4% | $2,631+182.3% |
| Participant deferral / active EE | $9,783 | $3,099+215.7% | $4,084+139.5% | $4,212+132.3% |
| Admin fee / account holder | $6,867 | $6,514+5.4% | $8,777-21.8% | $7,344-6.5% |