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 | $368,519 | $80,717+356.6% | $154,803+138.1% | $84,808+334.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.98% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $9,265 | $2,761+235.5% | $4,305+115.2% | $2,631+252.2% |
| Participant deferral / active EE | $5,822 | $3,303+76.3% | $5,540+5.1% | $4,212+38.2% |
| Admin fee / account holder | $3,143 | $6,746-53.4% | $14,329-78.1% | $7,344-57.2% |