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 | $387,351 | $109,881+252.5% | $150,045+158.2% | $84,808+356.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $6,276 | $3,561+76.2% | $4,693+33.7% | $2,631+138.5% |
| Participant deferral / active EE | $9,945 | $6,636+49.9% | $7,997+24.4% | $4,212+136.1% |
| Admin fee / account holder | $13,264 | $8,568+54.8% | $13,435-1.3% | $7,344+80.6% |