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 | $287,802 | $95,803+200.4% | $113,168+154.3% | $84,808+239.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.49% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $9,132 | $2,360+287.0% | $2,975+206.9% | $2,631+247.1% |
| Participant deferral / active EE | $13,111 | $4,242+209.1% | $5,107+156.7% | $4,212+211.3% |
| Admin fee / account holder | $13,892 | $8,989+54.5% | $12,068+15.1% | $7,344+89.2% |