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 | $293,756 | $80,717+263.9% | $154,803+89.8% | $84,808+246.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.31% | 37.96%-24.6pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $22,558 | $2,761+716.9% | $4,305+423.9% | $2,631+757.4% |
| Participant deferral / active EE | $16,189 | $3,303+390.1% | $5,540+192.2% | $4,212+284.4% |
| Admin fee / account holder | $7,158 | $6,746+6.1% | $14,329-50.0% | $7,344-2.5% |