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 | $375,517 | $148,978+152.1% | $200,582+87.2% | $84,808+342.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.61% | 28.16%-6.6pp | 42.33%-20.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $35,083 | $4,815+628.6% | $6,419+446.6% | $2,631+1233.5% |
| Participant deferral / active EE | $26,157 | $7,142+266.2% | $9,331+180.3% | $4,212+521.1% |
| Admin fee / account holder | $895 | $13,977-93.6% | $16,305-94.5% | $7,344-87.8% |