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 | $506,717 | $81,248+523.7% | $155,509+225.8% | $80,856+526.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.57% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,933 | $3,100+155.9% | $4,672+69.8% | $2,755+188.0% |
| Participant deferral / active EE | $7,462 | $3,452+116.2% | $5,626+32.6% | $4,296+73.7% |
| Admin fee / account holder | $8,652 | $7,997+8.2% | $15,912-45.6% | $6,918+25.1% |