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 | $354,702 | $72,277+390.8% | $101,248+250.3% | $79,858+344.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.02% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $7,731 | $2,692+187.2% | $3,660+111.3% | $2,471+212.9% |
| Participant deferral / active EE | $10,045 | $3,282+206.1% | $4,370+129.9% | $3,740+168.6% |
| Admin fee / account holder | $18,603 | $4,400+322.8% | $5,945+212.9% | $5,306+250.6% |