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 | $421,628 | $80,717+422.4% | $154,803+172.4% | $84,808+397.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 27.68% | 37.96%-10.3pp | 58.88%-31.2pp | 40.90%-13.2pp |
| Employer contribution / active EE | $15,388 | $2,761+457.3% | $4,305+257.4% | $2,631+484.9% |
| Participant deferral / active EE | $13,080 | $3,303+296.0% | $5,540+136.1% | $4,212+210.6% |
| Admin fee / account holder | $5,158 | $6,746-23.5% | $14,329-64.0% | $7,344-29.8% |