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 | $445,076 | $89,753+395.9% | $107,525+313.9% | $84,808+424.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 38.05% | 29.48%+8.6pp | 181.32%-143.3pp | 40.90%-2.8pp |
| Employer contribution / active EE | $6,406 | $3,113+105.7% | $3,754+70.7% | $2,631+143.5% |
| Participant deferral / active EE | $8,390 | $4,056+106.8% | $5,116+64.0% | $4,212+99.2% |
| Admin fee / account holder | $1,082 | $7,222-85.0% | $8,919-87.9% | $7,344-85.3% |