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 | $289,356 | $99,032+192.2% | $80,019+261.6% | $135,375+113.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.65% | 15.39%-3.7pp | 11.22%+0.4pp | 519.73%-508.1pp |
| Employer contribution / active EE | $3,429 | $3,043+12.7% | $2,468+39.0% | $4,779-28.2% |
| Participant deferral / active EE | $6,759 | $4,282+57.8% | $3,686+83.4% | $5,609+20.5% |
| Admin fee / account holder | $1,634 | $10,436-84.3% | $6,521-74.9% | $10,827-84.9% |