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 | $323,466 | $77,813+315.7% | $123,544+161.8% | $64,186+404.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.80% | 12.48%-2.7pp | 119.20%-109.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $10,725 | $3,014+255.9% | $4,628+131.8% | $2,381+350.5% |
| Participant deferral / active EE | $12,612 | $5,240+140.7% | $6,426+96.3% | $3,470+263.5% |
| Admin fee / account holder | $2,649 | $5,519-52.0% | $9,284-71.5% | $4,888-45.8% |