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 | $286,741 | $109,881+161.0% | $150,045+91.1% | $84,808+238.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.32% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $12,543 | $3,561+252.2% | $4,693+167.3% | $2,631+376.7% |
| Participant deferral / active EE | $9,466 | $6,636+42.6% | $7,997+18.4% | $4,212+124.8% |
| Admin fee / account holder | $5,813 | $8,568-32.2% | $13,435-56.7% | $7,344-20.8% |