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 | $377,327 | $80,717+367.5% | $154,803+143.7% | $84,808+344.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.17% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $9,630 | $2,761+248.7% | $4,305+123.7% | $2,631+266.0% |
| Participant deferral / active EE | $8,007 | $3,303+142.4% | $5,540+44.5% | $4,212+90.1% |
| Admin fee / account holder | $23,846 | $6,746+253.5% | $14,329+66.4% | $7,344+224.7% |