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 | $288,791 | $81,248+255.4% | $155,509+85.7% | $80,856+257.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.53% | 33.31%-11.8pp | 64.67%-43.1pp | 35.59%-14.1pp |
| Employer contribution / active EE | $6,070 | $3,100+95.8% | $4,672+29.9% | $2,755+120.3% |
| Participant deferral / active EE | $4,538 | $3,452+31.5% | $5,626-19.3% | $4,296+5.6% |
| Admin fee / account holder | $24,615 | $7,997+207.8% | $15,912+54.7% | $6,918+255.8% |