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 | $303,413 | $123,793+145.1% | $177,821+70.6% | $79,858+279.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.72% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,745 | $4,095-8.6% | $5,918-36.7% | $2,471+51.6% |
| Participant deferral / active EE | $7,441 | $5,956+24.9% | $7,714-3.5% | $3,740+98.9% |
| Admin fee / account holder | $11,956 | $7,243+65.1% | $12,427-3.8% | $5,306+125.3% |