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 | $413,352 | $109,881+276.2% | $150,045+175.5% | $84,808+387.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.96% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $13,145 | $3,561+269.1% | $4,693+180.1% | $2,631+399.6% |
| Participant deferral / active EE | $13,263 | $6,636+99.9% | $7,997+65.8% | $4,212+214.9% |
| Admin fee / account holder | $2,301 | $8,568-73.1% | $13,435-82.9% | $7,344-68.7% |