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 | $399,707 | $148,978+168.3% | $200,582+99.3% | $84,808+371.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.67% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,697 | $4,815+39.1% | $6,419+4.3% | $2,631+154.5% |
| Participant deferral / active EE | $7,865 | $7,142+10.1% | $9,331-15.7% | $4,212+86.7% |
| Admin fee / account holder | $5,487 | $13,977-60.7% | $16,305-66.3% | $7,344-25.3% |