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 | $289,786 | $80,717+259.0% | $154,803+87.2% | $84,808+241.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.60% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,202 | $2,761+197.0% | $4,305+90.5% | $2,631+211.7% |
| Participant deferral / active EE | $5,609 | $3,303+69.8% | $5,540+1.2% | $4,212+33.2% |
| Admin fee / account holder | $6,669 | $6,746-1.1% | $14,329-53.5% | $7,344-9.2% |