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 | $404,657 | $138,347+192.5% | $184,203+119.7% | $80,856+400.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.86% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $17,878 | $4,850+268.6% | $6,427+178.2% | $2,755+549.0% |
| Participant deferral / active EE | $18,661 | $7,071+163.9% | $9,131+104.4% | $4,296+334.4% |
| Admin fee / account holder | $37,833 | $10,483+260.9% | $13,901+172.2% | $6,918+446.9% |