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 | $269,666 | $89,355+201.8% | $141,162+91.0% | $72,985+269.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.77% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $4,932 | $3,114+58.4% | $4,735+4.2% | $2,440+102.1% |
| Participant deferral / active EE | $3,414 | $5,418-37.0% | $6,709-49.1% | $3,607-5.4% |
| Admin fee / account holder | $8,873 | $5,958+48.9% | $10,261-13.5% | $5,124+73.2% |