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 | $267,360 | $109,881+143.3% | $150,045+78.2% | $84,808+215.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,751 | $3,561+33.4% | $4,693+1.2% | $2,631+80.6% |
| Participant deferral / active EE | $13,695 | $6,636+106.4% | $7,997+71.2% | $4,212+225.2% |
| Admin fee / account holder | $3,860 | $8,568-54.9% | $13,435-71.3% | $7,344-47.4% |