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 | $456,957 | $109,881+315.9% | $150,045+204.5% | $84,808+438.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.24% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,941 | $3,561-17.4% | $4,693-37.3% | $2,631+11.8% |
| Participant deferral / active EE | $7,748 | $6,636+16.8% | $7,997-3.1% | $4,212+84.0% |
| Admin fee / account holder | $1,765 | $8,568-79.4% | $13,435-86.9% | $7,344-76.0% |