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 | $420,362 | $148,978+182.2% | $200,582+109.6% | $84,808+395.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.65% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $9,575 | $4,815+98.9% | $6,419+49.2% | $2,631+263.9% |
| Participant deferral / active EE | $15,416 | $7,142+115.9% | $9,331+65.2% | $4,212+266.0% |
| Admin fee / account holder | $2,182 | $13,977-84.4% | $16,305-86.6% | $7,344-70.3% |