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 | $739,932 | $81,460+808.3% | $103,333+616.1% | $80,856+815.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.59% | 25.55%-5.0pp | 24.88%-4.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $14,085 | $3,105+353.6% | $3,868+264.2% | $2,755+411.3% |
| Participant deferral / active EE | $6,991 | $3,869+80.7% | $5,057+38.2% | $4,296+62.7% |
| Admin fee / account holder | $7,431 | $6,566+13.2% | $8,355-11.1% | $6,918+7.4% |