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 | $299,934 | $80,717+271.6% | $154,803+93.8% | $84,808+253.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.32% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,572 | $2,761-6.9% | $4,305-40.3% | $2,631-2.2% |
| Participant deferral / active EE | $5,690 | $3,303+72.3% | $5,540+2.7% | $4,212+35.1% |
| Admin fee / account holder | $45,786 | $6,746+578.8% | $14,329+219.5% | $7,344+523.5% |