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 | $426,872 | $80,717+428.8% | $154,803+175.8% | $84,808+403.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.66% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,146 | $2,761+158.8% | $4,305+66.0% | $2,631+171.6% |
| Participant deferral / active EE | $17,474 | $3,303+429.0% | $5,540+215.4% | $4,212+314.9% |
| Admin fee / account holder | $6,689 | $6,746-0.8% | $14,329-53.3% | $7,344-8.9% |