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 4-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 | $274,118 | $109,881+149.5% | $150,045+82.7% | $84,808+223.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $20,120 | $3,561+465.0% | $4,693+328.7% | $2,631+664.7% |
| Participant deferral / active EE | $11,746 | $6,636+77.0% | $7,997+46.9% | $4,212+178.9% |
| Admin fee / account holder | $26,160 | $8,568+205.3% | $13,435+94.7% | $7,344+256.2% |