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 | $284,415 | $95,803+196.9% | $113,168+151.3% | $84,808+235.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.92% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,949 | $2,360+67.3% | $2,975+32.7% | $2,631+50.1% |
| Participant deferral / active EE | $7,903 | $4,242+86.3% | $5,107+54.8% | $4,212+87.6% |
| Admin fee / account holder | $48,611 | $8,989+440.8% | $12,068+302.8% | $7,344+561.9% |