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 | $376,044 | $148,978+152.4% | $200,582+87.5% | $84,808+343.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.79% | 28.16%-13.4pp | 42.33%-27.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $22,005 | $4,815+357.0% | $6,419+242.8% | $2,631+736.4% |
| Participant deferral / active EE | $15,396 | $7,142+115.6% | $9,331+65.0% | $4,212+265.6% |
| Admin fee / account holder | $3,251 | $13,977-76.7% | $16,305-80.1% | $7,344-55.7% |