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 | $306,763 | $80,717+280.0% | $154,803+98.2% | $84,808+261.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 49.85% | 37.96%+11.9pp | 58.88%-9.0pp | 40.90%+9.0pp |
| Employer contribution / active EE | $12,935 | $2,761+368.4% | $4,305+200.4% | $2,631+391.6% |
| Participant deferral / active EE | $6,136 | $3,303+85.8% | $5,540+10.8% | $4,212+45.7% |
| Admin fee / account holder | $6,518 | $6,746-3.4% | $14,329-54.5% | $7,344-11.3% |