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 | $301,160 | $80,717+273.1% | $154,803+94.5% | $84,808+255.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.39% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,358 | $2,761+166.5% | $4,305+70.9% | $2,631+179.7% |
| Participant deferral / active EE | $5,991 | $3,303+81.4% | $5,540+8.1% | $4,212+42.3% |
| Admin fee / account holder | $9,143 | $6,746+35.5% | $14,329-36.2% | $7,344+24.5% |