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 | $326,070 | $81,460+300.3% | $103,333+215.6% | $80,856+303.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.63% | 25.55%-4.9pp | 24.88%-4.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $5,309 | $3,105+71.0% | $3,868+37.3% | $2,755+92.7% |
| Participant deferral / active EE | $10,156 | $3,869+162.5% | $5,057+100.8% | $4,296+136.4% |
| Admin fee / account holder | $49,834 | $6,566+658.9% | $8,355+496.5% | $6,918+620.4% |