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 | $404,240 | $101,724+297.4% | $164,813+145.3% | $80,856+399.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.12% | 16.72%+0.4pp | 69.93%-52.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,846 | $2,953+30.2% | $4,341-11.4% | $2,755+39.6% |
| Participant deferral / active EE | $7,011 | $4,477+56.6% | $6,031+16.2% | $4,296+63.2% |
| Admin fee / account holder | $9,138 | $8,227+11.1% | $12,690-28.0% | $6,918+32.1% |