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 | $326,007 | $102,605+217.7% | $145,661+123.8% | $84,808+284.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 14.84% | 26.50%-11.7pp | 101.46%-86.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,612 | $3,325-21.4% | $4,238-38.4% | $2,631-0.7% |
| Participant deferral / active EE | $7,851 | $5,750+36.5% | $7,198+9.1% | $4,212+86.4% |
| Admin fee / account holder | $6,186 | $8,758-29.4% | $12,466-50.4% | $7,344-15.8% |