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 | $317,324 | $81,248+290.6% | $155,509+104.1% | $80,856+292.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.79% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $11,005 | $3,100+255.0% | $4,672+135.5% | $2,755+299.5% |
| Participant deferral / active EE | $6,305 | $3,452+82.7% | $5,626+12.1% | $4,296+46.8% |
| Admin fee / account holder | $1,545 | $7,997-80.7% | $15,912-90.3% | $6,918-77.7% |