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 | $291,974 | $62,573+366.6% | $85,682+240.8% | $85,850+240.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.30% | 23.77%-10.5pp | 21.49%-8.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,552 | $1,757+102.2% | $2,618+35.6% | $2,565+38.5% |
| Participant deferral / active EE | $9,490 | $2,802+238.7% | $3,923+141.9% | $3,952+140.2% |
| Admin fee / account holder | $1,625 | $4,640-65.0% | $6,873-76.4% | $6,260-74.0% |