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 | $305,281 | $77,503+293.9% | $100,391+204.1% | $80,856+277.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 19.82% | 37.20%-17.4pp | 49.20%-29.4pp | 35.59%-15.8pp |
| Employer contribution / active EE | $22,539 | $2,801+704.7% | $3,942+471.8% | $2,755+718.2% |
| Participant deferral / active EE | $21,944 | $6,820+221.8% | $8,082+171.5% | $4,296+410.8% |
| Admin fee / account holder | $3,535 | $5,897-40.1% | $7,899-55.3% | $6,918-48.9% |