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 | $333,701 | $109,881+203.7% | $150,045+122.4% | $84,808+293.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.86% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $60,302 | $3,561+1593.3% | $4,693+1184.9% | $2,631+2192.0% |
| Participant deferral / active EE | $4,622 | $6,636-30.3% | $7,997-42.2% | $4,212+9.7% |
| Admin fee / account holder | $4,612 | $8,568-46.2% | $13,435-65.7% | $7,344-37.2% |