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 | $274,799 | $83,477+229.2% | $125,175+119.5% | $72,985+276.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.25% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $6,581 | $2,345+180.6% | $3,865+70.2% | $2,440+169.7% |
| Participant deferral / active EE | $5,809 | $3,585+62.0% | $4,937+17.7% | $3,607+61.0% |
| Admin fee / account holder | $3,728 | $5,517-32.4% | $9,702-61.6% | $5,124-27.3% |