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 | $430,370 | $148,978+188.9% | $200,582+114.6% | $84,808+407.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.32% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,940 | $4,815+44.1% | $6,419+8.1% | $2,631+163.8% |
| Participant deferral / active EE | $10,646 | $7,142+49.1% | $9,331+14.1% | $4,212+152.8% |
| Admin fee / account holder | $1,261 | $13,977-91.0% | $16,305-92.3% | $7,344-82.8% |