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 | $413,760 | $80,717+412.6% | $154,803+167.3% | $84,808+387.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.60% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,081 | $2,761+156.4% | $4,305+64.5% | $2,631+169.1% |
| Participant deferral / active EE | $9,551 | $3,303+189.2% | $5,540+72.4% | $4,212+126.8% |
| Admin fee / account holder | $7,324 | $6,746+8.6% | $14,329-48.9% | $7,344-0.3% |