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 | $253,311 | $109,359+131.6% | $162,163+56.2% | $72,985+247.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.37% | 25.46%-1.1pp | 115.59%-91.2pp | 81.00%-56.6pp |
| Employer contribution / active EE | $4,638 | $3,907+18.7% | $5,614-17.4% | $2,440+90.1% |
| Participant deferral / active EE | $13,311 | $5,481+142.8% | $7,298+82.4% | $3,607+269.0% |
| Admin fee / account holder | $1,668 | $7,972-79.1% | $10,843-84.6% | $5,124-67.5% |