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 | $271,919 | $95,803+183.8% | $113,168+140.3% | $84,808+220.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.07% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $7,205 | $2,360+205.3% | $2,975+142.2% | $2,631+173.9% |
| Participant deferral / active EE | $7,489 | $4,242+76.5% | $5,107+46.6% | $4,212+77.8% |
| Admin fee / account holder | $8,957 | $8,989-0.4% | $12,068-25.8% | $7,344+22.0% |