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 | $395,683 | $64,480+513.7% | $81,382+386.2% | $80,856+389.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 19.21% | 16.34%+2.9pp | 24.73%-5.5pp | 35.59%-16.4pp |
| Employer contribution / active EE | $5,403 | $1,978+173.1% | $2,463+119.4% | $2,755+96.1% |
| Participant deferral / active EE | $11,851 | $3,094+283.1% | $3,883+205.2% | $4,296+175.9% |
| Admin fee / account holder | $7,230 | $5,671+27.5% | $5,768+25.3% | $6,918+4.5% |