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 | $344,810 | $80,673+327.4% | $101,326+240.3% | $84,808+306.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.22% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,024 | $2,698+49.1% | $3,665+9.8% | $2,631+52.9% |
| Participant deferral / active EE | $9,890 | $6,840+44.6% | $7,994+23.7% | $4,212+134.8% |
| Admin fee / account holder | $12,245 | $12,784-4.2% | $11,185+9.5% | $7,344+66.7% |