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 | $287,073 | $148,978+92.7% | $200,582+43.1% | $84,808+238.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.99% | 28.16%-7.2pp | 42.33%-21.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $7,629 | $4,815+58.4% | $6,419+18.8% | $2,631+190.0% |
| Participant deferral / active EE | $11,864 | $7,142+66.1% | $9,331+27.1% | $4,212+181.7% |
| Admin fee / account holder | $12,193 | $13,977-12.8% | $16,305-25.2% | $7,344+66.0% |