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 | $290,749 | $100,326+189.8% | $180,183+61.4% | $84,808+242.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 15.27% | 17.86%-2.6pp | 27.86%-12.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $10,997 | $3,269+236.4% | $5,039+118.2% | $2,631+318.0% |
| Participant deferral / active EE | $5,228 | $5,066+3.2% | $6,822-23.4% | $4,212+24.1% |
| Admin fee / account holder | $2,636 | $9,674-72.7% | $19,975-86.8% | $7,344-64.1% |