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 | $398,373 | $109,881+262.6% | $150,045+165.5% | $84,808+369.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.39% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $13,783 | $3,561+287.0% | $4,693+193.7% | $2,631+423.9% |
| Participant deferral / active EE | $8,699 | $6,636+31.1% | $7,997+8.8% | $4,212+106.5% |
| Admin fee / account holder | $1,573 | $8,568-81.6% | $13,435-88.3% | $7,344-78.6% |