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 | $279,635 | $104,251+168.2% | $91,001+207.3% | $147,584+89.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.61% | 27.06%-12.5pp | 4.60%+10.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $7,526 | $3,116+141.6% | $2,456+206.5% | $4,876+54.3% |
| Participant deferral / active EE | $3,348 | $4,195-20.2% | $3,547-5.6% | $5,439-38.4% |
| Admin fee / account holder | $1,290 | $8,948-85.6% | $5,417-76.2% | $10,885-88.2% |