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 | $269,112 | $80,673+233.6% | $101,326+165.6% | $84,808+217.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 16.73% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,205 | $2,698+92.9% | $3,665+42.0% | $2,631+97.8% |
| Participant deferral / active EE | $13,554 | $6,840+98.1% | $7,994+69.6% | $4,212+221.8% |
| Admin fee / account holder | $9,073 | $12,784-29.0% | $11,185-18.9% | $7,344+23.5% |