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 | $425,090 | $81,248+423.2% | $155,509+173.4% | $80,856+425.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.47% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $11,086 | $3,100+257.6% | $4,672+137.3% | $2,755+302.4% |
| Participant deferral / active EE | $6,442 | $3,452+86.6% | $5,626+14.5% | $4,296+50.0% |
| Admin fee / account holder | $13,007 | $7,997+62.6% | $15,912-18.3% | $6,918+88.0% |